Evermay Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

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 326 shares of VOT stock, worth $85,382. This represents 0.01% of its overall portfolio holdings.

Number of Shares
326
Previous 801 59.3%
Holding current value
$85,382
Previous $195,000 57.95%
% of portfolio
0.01%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$241.48 - $274.89 $114,703 - $130,572
-475 Reduced 59.3%
326 $82,000
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

# of Institutions
1,054
Shares Held
43M
Call Options Held
16.8K
Put Options Held
2.7K
View Full List

About VANGUARD MID-CAP GROWTH INDEX

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