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

Evergreen Wealth Solutions, LLC

  • $147 Million
  • Q3 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 1,168 shares of VTI stock, worth $343,473. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,168
Previous 1,346 13.22%
Holding current value
$343,473
Previous $360,000 8.33%
% of portfolio
0.23%
Previous 0.26%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,047
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
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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