Evermay Wealth Management LLC Vanguard Mid Cap ETF Transaction History

Evermay Wealth Management LLC

  • $806 Million
  • Q2 2025

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 32,746 shares of VO stock, worth $9.43 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
32,746
Previous 32,583 0.5%
Holding current value
$9.43 Million
Previous $8.43 Million 8.75%
% of portfolio
1.14%
Previous 1.12%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025
BUY
$228.54 - $279.83 $37,252 - $45,612
163 Added 0.5%
32,746 $9.16 Million
Q1 2025

May 07, 2025
BUY
$251.87 - $277.95 $147,595 - $162,878
586 Added 1.83%
32,583 $8.43 Million
Q4 2024

Jan 23, 2025
SELL
$261.5 - $284.63 $7,322 - $7,969
-28 Reduced 0.09%
31,997 $8.45 Million
Q3 2024

Oct 25, 2024
SELL
$237.84 - $263.83 $30,443 - $33,770
-128 Reduced 0.4%
32,025 $8.45 Million
Q2 2024

Aug 01, 2024
SELL
$234.99 - $248.98 $165,902 - $175,779
-706 Reduced 2.15%
32,153 $7.78 Million
Q1 2024

May 13, 2024
SELL
$225.86 - $249.86 $22,586 - $24,986
-100 Reduced 0.3%
32,859 $8.21 Million
Q4 2023

Feb 09, 2024
SELL
$195.66 - $233.95 $96,460 - $115,337
-493 Reduced 1.47%
32,959 $7.67 Million
Q3 2023

Nov 13, 2023
BUY
$206.6 - $228.23 $40,287 - $44,504
195 Added 0.59%
33,452 $6.97 Million
Q2 2023

Aug 10, 2023
SELL
$203.43 - $220.16 $64,283 - $69,570
-316 Reduced 0.94%
33,257 $7.32 Million
Q1 2023

May 15, 2023
SELL
$200.2 - $225.98 $81,281 - $91,747
-406 Reduced 1.19%
33,573 $7.08 Million
Q4 2022

Jan 19, 2023
BUY
$186.57 - $217.26 $199,070 - $231,816
1,067 Added 3.24%
33,979 $0
Q3 2022

Nov 14, 2022
BUY
$187.98 - $227.42 $269,939 - $326,575
1,436 Added 4.56%
32,912 $6.19 Million
Q2 2022

Aug 15, 2022
BUY
$190.36 - $240.41 $393,854 - $497,408
2,069 Added 7.04%
31,476 $6.2 Million
Q1 2022

May 16, 2022
SELL
$219.86 - $253.39 $322,314 - $371,469
-1,466 Reduced 4.75%
29,407 $6.99 Million
Q4 2021

Feb 14, 2022
BUY
$236.98 - $261.2 $57,112 - $62,949
241 Added 0.79%
30,873 $7.87 Million
Q3 2021

Nov 12, 2021
SELL
$229.88 - $249.8 $2.27 Million - $2.47 Million
-9,888 Reduced 24.4%
30,632 $7.25 Million
Q2 2021

Aug 13, 2021
SELL
$223.23 - $238.25 $47,547 - $50,747
-213 Reduced 0.52%
40,520 $9.62 Million
Q1 2021

May 10, 2021
SELL
$203.74 - $225.89 $141,191 - $156,541
-693 Reduced 1.67%
40,733 $9.02 Million
Q4 2020

Feb 16, 2021
SELL
$176.14 - $208.21 $219,470 - $259,429
-1,246 Reduced 2.92%
41,426 $8.57 Million
Q3 2020

Nov 05, 2020
SELL
$164.39 - $185.0 $105,702 - $118,955
-643 Reduced 1.48%
42,672 $7.52 Million
Q2 2020

Jul 20, 2020
BUY
$124.34 - $175.42 $374,636 - $528,540
3,013 Added 7.48%
43,315 $7.1 Million
Q1 2020

Apr 24, 2020
BUY
$112.37 - $186.27 $156,419 - $259,287
1,392 Added 3.58%
40,302 $5.31 Million
Q4 2019

Feb 11, 2020
SELL
$162.13 - $178.73 $16,861 - $18,587
-104 Reduced 0.27%
38,910 $6.93 Million
Q3 2019

Oct 29, 2019
SELL
$166.82 - $169.81 $32,029 - $32,603
-192 Reduced 0.49%
39,014 $6.54 Million
Q2 2019

Jul 23, 2019
SELL
N/A
-1,209 Reduced 2.99%
39,206 $6.55 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-998 Reduced 2.41%
40,415 $5.59 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-20 Reduced 0.05%
41,413 $6.8 Million
Q2 2018

Aug 06, 2018
SELL
N/A
-360 Reduced 0.86%
41,433 $6.53 Million
Q1 2018

May 04, 2018
SELL
N/A
-595 Reduced 1.4%
41,793 $6.45 Million
Q4 2017

Feb 07, 2018
SELL
N/A
-75 Reduced 0.18%
42,388 $6.56 Million
Q3 2017

Oct 23, 2017
BUY
N/A
42,463
42,463 $6.24 Million

Others Institutions Holding VO

# of Institutions
2,395
Shares Held
203M
Call Options Held
69.3K
Put Options Held
25.1K
View Full List

About VANGUARD MID-CAP ETF

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