Evermay Wealth Management LLC Vanguard Extended Market ETF Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard Extended Market ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,825 shares of VXF stock, worth $476,153. This represents 0.07% of its overall portfolio holdings.
Number of Shares
2,825
Previous 3,045
7.22%
Holding current value
$476,153
Previous $500,000
1.0%
% of portfolio
0.07%
Previous 0.09%
Shares
12 transactions
Others Institutions Holding VXF
# of Institutions
809Shares Held
44MCall Options Held
16.9KPut Options Held
34.1K-
Morgan Stanley New York, NY3.43MShares$579 Million0.05% of portfolio
-
Wealthfront Advisers LLC3.26MShares$549 Million2.0% of portfolio
-
Envestnet Asset Management Inc3.05MShares$514 Million0.2% of portfolio
-
Bank Of America Corp Charlotte, NC1.78MShares$300 Million0.03% of portfolio
-
Fifth Third Bancorp1.31MShares$221 Million0.91% of portfolio