Evergreen Wealth Management, LLC Vanguard Value ETF Transaction History

Evergreen Wealth Management, LLC

$178 Billion
Q2 2025

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 11,894 shares of VTV stock, worth $2.18 Million. This represents 1.18% of its overall portfolio holdings.

Number of Shares

11,894

Previous 12,187 2.4%

Holding current value

$2.18 Million

Previous $2.11 Billion 0.15%

% of portfolio

1.18%

Previous 1.26%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$153.67 - $176.74 $45,025 - $51,784	-293 Reduced 2.4%	11,894 $2.1 Billion
Q1 2025 May 05, 2025	SELL	$167.73 - $179.21 $19,792 - $21,146	-118 Reduced 0.96%	12,187 $2.11 Billion
Q4 2024 Jan 31, 2025	BUY	$168.32 - $181.87 $8,920 - $9,639	53 Added 0.43%	12,305 $2.08 Billion
Q3 2024 Nov 06, 2024	SELL	$159.75 - $174.57 $486,279 - $531,391	-3,044 Reduced 19.9%	12,252 $2.14 Billion
Q4 2023 Feb 06, 2024	BUY	$131.82 - $149.95 $7,118 - $8,097	54 Added 0.35%	15,296 $2.29 Billion
Q3 2023 Nov 14, 2023	SELL	$137.93 - $147.18 $28,551 - $30,466	-207 Reduced 1.34%	15,242 $2.1 Billion
Q2 2023 Aug 03, 2023	BUY	$134.74 - $142.42 $1,886 - $1,993	14 Added 0.09%	15,449 $2.2 Billion
Q1 2023 Apr 25, 2023	BUY	$132.13 - $144.96 $127,241 - $139,596	963 Added 6.65%	15,435 $2.13 Billion
Q4 2022 Feb 14, 2023	BUY	$124.69 - $146.24 $1.8 Million - $2.12 Million	14,472 New	14,472 $2.03 Billion

Others Institutions Holding VTV

# of Institutions

2,682

Shares Held

565M

Call Options Held

211K

Put Options Held

58.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Evergreen Wealth Management, LLC Vanguard Value ETF Transaction History