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

Evergreen Wealth Management, LLC

$148 Billion
Q1 2024

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 66,461 shares of VYM stock, worth $7.88 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

66,461

Previous 66,461 -0.0%

Holding current value

$7.88 Million

Previous $7.42 Billion 8.38%

% of portfolio

5.44%

Previous 5.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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	$106.0 - $113.15 $5.89 Million - $6.29 Million	55,580 New	55,580 $5.98 Billion

Others Institutions Holding VYM

# of Institutions

1,705

Shares Held

174M

Call Options Held

1.76M

Put Options Held

464K

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