Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 10,938 shares of VBK stock, worth $2.79 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares

10,938

Previous 10,590 3.29%

Holding current value

$2.79 Million

Previous $2.83 Billion 8.19%

% of portfolio

1.81%

Previous 1.7%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$264.18 - $304.19 $91,934 - $105,858	348 Added 3.29%	10,938 $3.06 Billion
Q3 2024 Nov 06, 2024	SELL	$240.48 - $267.94 $442,002 - $492,473	-1,838 Reduced 14.79%	10,590 $2.83 Billion
Q4 2023 Feb 06, 2024	BUY	$196.36 - $245.46 $59,300 - $74,128	302 Added 2.49%	12,428 $3 Billion
Q3 2023 Nov 14, 2023	SELL	$210.59 - $239.48 $90,764 - $103,215	-431 Reduced 3.43%	12,126 $2.6 Billion
Q2 2023 Aug 03, 2023	BUY	$209.12 - $229.74 $415,103 - $456,033	1,985 Added 18.78%	12,557 $2.88 Billion
Q1 2023 Apr 25, 2023	BUY	$198.77 - $233.54 $678,402 - $797,072	3,413 Added 47.67%	10,572 $2.29 Billion
Q4 2022 Feb 14, 2023	BUY	$192.0 - $216.09 $1.37 Million - $1.55 Million	7,159 New	7,159 $1.44 Billion

Others Institutions Holding VBK

# of Institutions

1,227

Shares Held

46.4M

Call Options Held

49.2K

Put Options Held

36.6K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

More about VBK

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Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History