A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap Growth Index stock. As of the latest transaction made, Evermay Wealth Management LLC holds 801 shares of VOT stock, worth $215,284. This represents 0.03% of its overall portfolio holdings.

Number of Shares
801
Previous 1,667 51.95%
Holding current value
$215,284
Previous $382,000 48.95%
% of portfolio
0.03%
Previous 0.06%

Shares

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

Oct 25, 2024

SELL
$218.05 - $243.47 $188,831 - $210,845
-866 Reduced 51.95%
801 $195,000
Q1 2024

May 13, 2024

BUY
$212.21 - $235.79 $326,803 - $363,116
1,540 Added 1212.6%
1,667 $393,000
Q2 2023

Aug 10, 2023

BUY
$186.22 - $205.77 $8,193 - $9,053
44 Added 53.01%
127 $26,000
Q1 2023

May 15, 2023

BUY
$177.43 - $203.61 $14,726 - $16,899
83 New
83 $16,000
Q2 2021

Aug 13, 2021

BUY
$210.91 - $237.31 $23,200 - $26,104
110 New
110 $26,000

Others Institutions Holding VOT

About VANGUARD MID-CAP GROWTH INDEX


  • Ticker VOT
  • Sector ETFs
  • Industry ETFs
More about VOT
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.