Evergreen Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Evergreen Wealth Management, LLC

$166 Billion
Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 29,778 shares of VTI stock, worth $8.72 Million. This represents 5.07% of its overall portfolio holdings.

Number of Shares

29,778

Previous 25,205 18.14%

Holding current value

$8.72 Million

Previous $6.74 Billion 25.05%

% of portfolio

5.07%

Previous 4.47%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	BUY	$255.18 - $283.2 $1.17 Million - $1.3 Million	4,573 Added 18.14%	29,778 $8.43 Billion
Q2 2024 Jul 26, 2024	BUY	$245.23 - $269.4 $735 - $808	3 Added 0.01%	25,205 $6.74 Billion
Q4 2023 Feb 06, 2024	BUY	$203.12 - $238.25 $282,336 - $331,167	1,390 Added 5.84%	25,202 $5.98 Billion
Q3 2023 Nov 14, 2023	SELL	$211.41 - $228.35 $394,702 - $426,329	-1,867 Reduced 7.27%	23,812 $5.06 Billion
Q2 2023 Aug 03, 2023	BUY	$200.75 - $220.28 $1.22 Million - $1.34 Million	6,088 Added 31.08%	25,679 $5.66 Billion
Q1 2023 Apr 25, 2023	BUY	$189.85 - $210.01 $571,638 - $632,340	3,011 Added 18.16%	19,591 $4 Billion
Q4 2022 Feb 14, 2023	BUY	$179.3 - $204.18 $2.97 Million - $3.39 Million	16,580 New	16,580 $3.17 Billion

Others Institutions Holding VTI

# of Institutions

3,041

Shares Held

453M

Call Options Held

1.81M

Put Options Held

618K

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Account

Evergreen Wealth Management, LLC Vanguard Total Stock Market Et Transaction History