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

Evergreen Wealth Management, LLC

$178 Billion
Q2 2025

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 37,566 shares of VTI stock, worth $12.4 Million. This represents 6.4% of its overall portfolio holdings.

Number of Shares

37,566

Previous 41,193 8.8%

Holding current value

$12.4 Million

Previous $11.3 Billion 0.85%

% of portfolio

6.4%

Previous 6.76%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$243.75 - $303.93 $884,081 - $1.1 Million	-3,627 Reduced 8.8%	37,566 $11.4 Billion
Q1 2025 May 05, 2025	BUY	$271.18 - $303.12 $1.47 Million - $1.65 Million	5,434 Added 15.2%	41,193 $11.3 Billion
Q4 2024 Jan 31, 2025	BUY	$280.04 - $302.45 $1.67 Million - $1.81 Million	5,981 Added 20.09%	35,759 $10.4 Billion
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

3,565

Shares Held

681M

Call Options Held

1.46M

Put Options Held

2.24M

View Full List

About VANGUARD TOTAL STOCK MARKET ET

Ticker VTI
Sector ETFs
Industry Closed-End Fund - Equity

More about VTI

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