Evermay Wealth Management LLC Vanguard Small Cap Growth ETF Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 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 2,952 shares of VBK stock, worth $827,947. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,952
Previous 3,050 3.21%
Holding current value
$827,947
Previous $762,000 3.54%
% of portfolio
0.13%
Previous 0.12%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 25, 2024
SELL
$240.48 - $267.94 $23,567 - $26,258
-98 Reduced 3.21%
2,952 $789,000
Q2 2024

Aug 01, 2024
BUY
$237.63 - $258.31 $13,782 - $14,981
58 Added 1.94%
3,050 $762,000
Q1 2024

May 13, 2024
SELL
$231.0 - $260.72 $9,009 - $10,168
-39 Reduced 1.29%
2,992 $780,000
Q4 2023

Feb 09, 2024
SELL
$196.36 - $245.46 $4,123 - $5,154
-21 Reduced 0.69%
3,031 $732,000
Q3 2023

Nov 13, 2023
SELL
$210.59 - $239.48 $26,534 - $30,174
-126 Reduced 3.96%
3,052 $653,000
Q2 2023

Aug 10, 2023
SELL
$209.12 - $229.74 $1,882 - $2,067
-9 Reduced 0.28%
3,178 $730,000
Q1 2023

May 15, 2023
SELL
$198.77 - $233.54 $7,354 - $8,640
-37 Reduced 1.15%
3,187 $689,000
Q4 2022

Jan 19, 2023
SELL
$192.0 - $216.09 $33,600 - $37,815
-175 Reduced 5.15%
3,224 $0
Q3 2022

Nov 14, 2022
SELL
$192.77 - $237.17 $21,204 - $26,088
-110 Reduced 3.13%
3,399 $663,000
Q2 2022

Aug 15, 2022
SELL
$188.16 - $253.27 $126,443 - $170,197
-672 Reduced 16.07%
3,509 $691,000
Q1 2022

May 16, 2022
BUY
$224.28 - $282.83 $919,323 - $1.16 Million
4,099 Added 4998.78%
4,181 $1.04 Million
Q4 2021

Feb 14, 2022
BUY
$269.22 - $305.79 $22,076 - $25,074
82 New
82 $23,000

Others Institutions Holding VBK

# of Institutions
1,115
Shares Held
42.3M
Call Options Held
53.1K
Put Options Held
28.3K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

VBK Quotes by TradingView
  • Ticker VBK
  • Sector ETFs
  • Industry ETFs
More about VBK
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