Evergreen Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Evergreen Wealth Management, LLC

$178 Billion
Q2 2025

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 69,564 shares of VYM stock, worth $9.56 Million. This represents 5.2% of its overall portfolio holdings.

Number of Shares

69,564

Previous 67,307 3.35%

Holding current value

$9.56 Million

Previous $8.68 Billion 6.84%

% of portfolio

5.2%

Previous 5.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 04, 2025	BUY	$114.78 - $133.31 $259,058 - $300,880	2,257 Added 3.35%	69,564 $9.27 Billion
Q1 2025 May 05, 2025	SELL	$126.11 - $135.06 $10,971 - $11,750	-87 Reduced 0.13%	67,307 $8.68 Billion
Q4 2024 Jan 31, 2025	SELL	$126.68 - $134.74 $44,591 - $47,428	-352 Reduced 0.52%	67,394 $8.6 Billion
Q3 2024 Nov 06, 2024	BUY	$117.9 - $128.2 $151,501 - $164,736	1,285 Added 1.93%	67,746 $8.69 Billion
Q4 2023 Feb 06, 2024	BUY	$98.71 - $111.84 $71,466 - $80,972	724 Added 1.1%	66,461 $7.42 Billion
Q3 2023 Nov 14, 2023	BUY	$103.32 - $110.34 $60,442 - $64,548	585 Added 0.9%	65,737 $6.79 Billion
Q2 2023 Aug 03, 2023	BUY	$101.36 - $107.68 $802,973 - $853,040	7,922 Added 13.84%	65,152 $6.91 Billion
Q1 2023 Apr 25, 2023	BUY	$100.82 - $111.44 $166,353 - $183,876	1,650 Added 2.97%	57,230 $6.04 Billion
Q4 2022 Feb 14, 2023	BUY	$96.14 - $113.15 $5.34 Million - $6.29 Million	55,580 New	55,580 $5.98 Billion

Others Institutions Holding VYM

# of Institutions

2,029

Shares Held

195M

Call Options Held

2.08M

Put Options Held

216K

View Full List

About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
Sector ETFs
Industry ETFs

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Evergreen Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History