Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History

Evergreen Wealth Management, LLC

$178 Billion
Q2 2025

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 5,444 shares of VUG stock, worth $2.5 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

5,444

Previous 5,576 2.37%

Holding current value

$2.5 Million

Previous $2.07 Billion 15.42%

% of portfolio

1.34%

Previous 1.23%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	SELL	$329.49 - $438.4 $43,492 - $57,868	-132 Reduced 2.37%	5,444 $2.39 Billion
Q1 2025 May 05, 2025	SELL	$369.1 - $427.61 $46,506 - $53,878	-126 Reduced 2.21%	5,576 $2.07 Billion
Q4 2024 Jan 31, 2025	SELL	$378.79 - $428.11 $36,742 - $41,526	-97 Reduced 1.67%	5,702 $2.34 Billion
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

2,749

Shares Held

267M

Call Options Held

306K

Put Options Held

295K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History