Evermay Wealth Management LLC Vanguard Growth ETF Transaction History

Evermay Wealth Management LLC

$620 Million
Q2 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 7,773 shares of VUG stock, worth $2.98 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares

7,773

Previous 7,773 -0.0%

Holding current value

$2.98 Million

Previous $2.68 Million 8.67%

% of portfolio

0.47%

Previous 0.4%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$301.05 - $346.61 $4,515 - $5,199	-15 Reduced 0.19%	7,773 $2.68 Million
Q4 2023 Feb 09, 2024	SELL	$261.54 - $312.16 $91,800 - $109,568	-351 Reduced 4.31%	7,788 $2.42 Million
Q3 2023 Nov 13, 2023	SELL	$269.56 - $293.5 $269 - $293	-1 Reduced 0.01%	8,139 $2.22 Million
Q1 2023 May 15, 2023	SELL	$209.25 - $249.44 $50,847 - $60,613	-243 Reduced 2.9%	8,140 $2.03 Million
Q4 2022 Jan 19, 2023	SELL	$208.44 - $233.81 $50,234 - $56,348	-241 Reduced 2.79%	8,383 $0
Q3 2022 Nov 14, 2022	SELL	$213.95 - $266.28 $5,348 - $6,656	-25 Reduced 0.29%	8,624 $1.85 Million
Q2 2022 Aug 15, 2022	SELL	$214.97 - $293.87 $358,784 - $490,469	-1,669 Reduced 16.18%	8,649 $1.93 Million
Q1 2022 May 16, 2022	BUY	$254.37 - $323.09 $2.62 Million - $3.33 Million	10,318 New	10,318 $2.97 Million

Others Institutions Holding VUG

# of Institutions

2,285

Shares Held

242M

Call Options Held

194K

Put Options Held

73.7K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Evermay Wealth Management LLC Vanguard Growth ETF Transaction History