Evermay Wealth Management LLC Vanguard S&P 500 Growth ETF Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard S&P 500 Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,171 shares of VOOG stock, worth $444,593. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,171
Previous 1,728
32.23%
Holding current value
$444,593
Previous $576,000
29.86%
% of portfolio
0.07%
Previous 0.09%
Shares
3 transactions
Others Institutions Holding VOOG
# of Institutions
539Shares Held
11.2MCall Options Held
27KPut Options Held
31.3K-
Jpmorgan Chase & CO New York, NY2.46MShares$935 Million0.07% of portfolio
-
Morgan Stanley New York, NY718KShares$272 Million0.02% of portfolio
-
Corient Capital Partners, LLC Newport Beach, CA636KShares$241 Million7.92% of portfolio
-
Bank Of America Corp Charlotte, NC630KShares$239 Million0.02% of portfolio
-
Ubs Group Ag543KShares$206 Million0.04% of portfolio