Evergreen Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Evergreen Wealth Management, LLC

$167 Billion
Q1 2025

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 4,653 shares of VXUS stock, worth $311,471. This represents 0.17% of its overall portfolio holdings.

Number of Shares

4,653

Previous 9,469 50.86%

Holding current value

$311,471

Previous $558 Million 48.22%

% of portfolio

0.17%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 05, 2025	SELL	$58.01 - $64.46 $279,376 - $310,439	-4,816 Reduced 50.86%	4,653 $289 Million
Q4 2024 Jan 31, 2025	SELL	$58.88 - $64.8 $47,987 - $52,812	-815 Reduced 7.92%	9,469 $558 Million
Q3 2024 Nov 06, 2024	BUY	$58.03 - $65.37 $30,291 - $34,123	522 Added 5.35%	10,284 $666 Million
Q4 2023 Feb 06, 2024	BUY	$51.06 - $57.96 $21,547 - $24,459	422 Added 4.52%	9,762 $566 Million
Q3 2023 Nov 14, 2023	BUY	$53.3 - $58.26 $11,779 - $12,875	221 Added 2.42%	9,340 $500 Million
Q2 2023 Aug 03, 2023	BUY	$54.28 - $57.76 $102,209 - $108,762	1,883 Added 26.02%	9,119 $511 Million
Q1 2023 Apr 25, 2023	BUY	$52.07 - $56.74 $23,327 - $25,419	448 Added 6.6%	7,236 $400 Million
Q4 2022 Feb 14, 2023	BUY	$45.45 - $53.83 $308,514 - $365,398	6,788 New	6,788 $351 Million

Others Institutions Holding VXUS

# of Institutions

1,448

Shares Held

359M

Call Options Held

128K

Put Options Held

132K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Evergreen Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History