Evermay Wealth Management LLC Vanguard S&P Small Cap 600 ETF Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,460 shares of VIOO stock, worth $155,928. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,460
Previous 1,460
-0.0%
Holding current value
$155,928
Previous $148,000
3.38%
% of portfolio
0.02%
Previous 0.02%
Shares
9 transactions
Others Institutions Holding VIOO
# of Institutions
323Shares Held
12.5MCall Options Held
1.4KPut Options Held
2.2K-
Orgel Wealth Management, LLC1.61MShares$172 Million4.53% of portfolio
-
Bank Of America Corp Charlotte, NC1.18MShares$126 Million0.01% of portfolio
-
Morgan Stanley New York, NY682KShares$72.8 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS487KShares$52 Million0.09% of portfolio
-
Cerity Partners LLC New York, NY419KShares$44.7 Million0.11% of portfolio