Evermay Wealth Management LLC Vanguard Small Cap ETF Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 11,062 shares of VB stock, worth $2.62 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
11,062
Previous 11,118
0.5%
Holding current value
$2.62 Million
Previous $2.54 Million
5.12%
% of portfolio
0.39%
Previous 0.38%
Shares
14 transactions
Others Institutions Holding VB
# of Institutions
2,029Shares Held
147MCall Options Held
63.7KPut Options Held
17.3K-
Bank Of America Corp Charlotte, NC23.7MShares$5.61 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.67 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio