Evermay Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History

Evermay Wealth Management LLC

$756 Million
Q1 2025

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 316 shares of VOT stock, worth $84,770. This represents 0.01% of its overall portfolio holdings.

Number of Shares

316

Previous 326 3.07%

Holding current value

$84,770

Previous $82,000 6.1%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	SELL	$237.72 - $276.98 $2,377 - $2,769	-10 Reduced 3.07%	316 $77,000
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

1,076

Shares Held

40.5M

Call Options Held

17.9K

Put Options Held

5.2K

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About VANGUARD MID-CAP GROWTH INDEX

Ticker VOT
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Evermay Wealth Management LLC Vanguard Mid Cap Growth Index Transaction History