Evermay Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 3,050 shares of VBK stock, worth $816,820. This represents 0.12% of its overall portfolio holdings.
Number of Shares
3,050
Previous 2,992
1.94%
Holding current value
$816,820
Previous $780,000
2.31%
% of portfolio
0.12%
Previous 0.12%
Shares
11 transactions
Others Institutions Holding VBK
# of Institutions
1,063Shares Held
41.3MCall Options Held
30.1KPut Options Held
19.9K-
Bank Of America Corp Charlotte, NC8.54MShares$2.29 Billion0.19% of portfolio
-
Jones Financial Companies Lllp1.97MShares$527 Million0.57% of portfolio
-
Morgan Stanley New York, NY1.7MShares$456 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.57MShares$420 Million4.25% of portfolio
-
Assetmark, Inc1.36MShares$364 Million1.06% of portfolio