Evergreen Wealth Solutions, LLC Vanguard Total Stock Market Et Transaction History

Evergreen Wealth Solutions, LLC

  • $143 Million
  • Q4 2024

A detailed history of Evergreen Wealth Solutions, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evergreen Wealth Solutions, LLC holds 1,305 shares of VTI stock, worth $382,312. This represents 0.27% of its overall portfolio holdings.

Number of Shares
1,305
Previous 1,168 11.73%
Holding current value
$382,312
Previous $330,000 14.55%
% of portfolio
0.27%
Previous 0.23%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$280.04 - $302.45 $38,365 - $41,435
137 Added 11.73%
1,305 $378,000
Q3 2024

Nov 14, 2024
SELL
$255.18 - $283.2 $45,422 - $50,409
-178 Reduced 13.22%
1,168 $330,000
Q2 2024

Aug 14, 2024
BUY
$245.23 - $269.4 $38,746 - $42,565
158 Added 13.3%
1,346 $360,000
Q4 2023

Feb 07, 2024
BUY
$203.12 - $238.25 $241,306 - $283,041
1,188 New
1,188 $281,000
Q1 2022

Apr 22, 2022
SELL
$209.9 - $242.97 $205,492 - $237,867
-979 Closed
0 $0
Q4 2021

Jan 19, 2022
BUY
$221.73 - $242.96 $217,073 - $237,857
979 New
979 $236,000

Others Institutions Holding VTI

# of Institutions
3,368
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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