Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 5,799 shares of VUG stock, worth $2.34 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
5,799
Previous 6,509 10.91%
Holding current value
$2.34 Million
Previous $2.43 Billion 8.54%
% of portfolio
1.34%
Previous 1.61%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$341.08 - $391.94 $242,166 - $278,277
-710 Reduced 10.91%
5,799 $2.23 Billion
Q4 2023

Feb 06, 2024
BUY
$261.54 - $312.16 $261 - $312
1 Added 0.02%
6,509 $2.02 Billion
Q3 2023

Nov 14, 2023
BUY
$269.56 - $293.5 $4,852 - $5,283
18 Added 0.28%
6,508 $1.77 Billion
Q2 2023

Aug 03, 2023
SELL
$243.06 - $282.96 $3,888 - $4,527
-16 Reduced 0.25%
6,490 $1.84 Billion
Q1 2023

Apr 25, 2023
BUY
$209.25 - $249.44 $80,352 - $95,784
384 Added 6.27%
6,506 $1.62 Billion
Q4 2022

Feb 14, 2023
BUY
$208.44 - $233.81 $1.28 Million - $1.43 Million
6,122 New
6,122 $1.3 Billion

Others Institutions Holding VUG

# of Institutions
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Evergreen Wealth Management, LLC Portfolio

Follow Evergreen Wealth Management, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email