Evermay Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,850 shares of VOE stock, worth $476,263. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,850
Previous 2,885
1.21%
Holding current value
$476,263
Previous $449,000
4.68%
% of portfolio
0.07%
Previous 0.07%
Shares
5 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$809 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$767 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$587 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$523 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$514 Million0.04% of portfolio