Evermay Wealth Management LLC Vanguard Russell 3000 ETF Transaction History

Evermay Wealth Management LLC

$661 Million
Q1 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Russell 3000 ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 9 shares of VTHR stock, worth $2,196. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$2,196

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	BUY	$208.47 - $232.96 $1,876 - $2,096	9 New	9 $2,000

Others Institutions Holding VTHR

# of Institutions

166

Shares Held

3.1M

Call Options Held

Put Options Held

Ameriprise Financial Inc Minneapolis, MN

589K
Shares

$144 Million
0.04% of portfolio
Gratus Capital LLC

190K
Shares

$46.5 Million
2.11% of portfolio
Svb Wealth LLC Boston, MA

156K
Shares

$38.1 Million
0.82% of portfolio
Cerity Partners LLC New York, NY

138K
Shares

$33.6 Million
0.09% of portfolio
Morgan Stanley New York, NY

128K
Shares

$31.1 Million
0.0% of portfolio

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About VANGUARD RUSSELL 3000 ETF

Ticker VTHR
Sector ETFs
Industry ETFs

More about VTHR

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Evermay Wealth Management LLC Vanguard Russell 3000 ETF Transaction History