Evermay Wealth Management LLC Vanguard Growth ETF Transaction History

Evermay Wealth Management LLC

  • $618 Million
  • Q3 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 7,718 shares of VUG stock, worth $3.11 Million. This represents 0.48% of its overall portfolio holdings.

Number of Shares
7,718
Previous 7,773 0.71%
Holding current value
$3.11 Million
Previous $2.91 Million 1.93%
% of portfolio
0.48%
Previous 0.47%

Shares

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

Oct 25, 2024
SELL
$341.08 - $391.94 $18,759 - $21,556
-55 Reduced 0.71%
7,718 $2.96 Million
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
2,373
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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