Evergreen Capital Management LLC Vanguard S&P Mid Cap 400 ETF Transaction History

Evergreen Capital Management LLC

  • $2.87 Billion
  • Q4 2024

A detailed history of Evergreen Capital Management LLC transactions in Vanguard S&P Mid Cap 400 ETF stock. As of the latest transaction made, Evergreen Capital Management LLC holds 100,718 shares of IVOO stock, worth $10.3 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
100,718
Previous 68,858 46.27%
Holding current value
$10.3 Million
Previous $7.27 Million 46.09%
% of portfolio
0.37%
Previous 0.26%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
$104.52 - $115.08 $3.33 Million - $3.67 Million
31,860 Added 46.27%
100,718 $10.6 Million
Q3 2024

Nov 14, 2024
BUY
$97.05 - $106.1 $2.03 Million - $2.22 Million
20,903 Added 43.59%
68,858 $7.27 Million
Q2 2024

Aug 14, 2024
BUY
$95.6 - $102.96 $4.58 Million - $4.94 Million
47,955 New
47,955 $4.75 Million

Others Institutions Holding IVOO

# of Institutions
294
Shares Held
11.3M
Call Options Held
3.4K
Put Options Held
200
View Full List

About VANGUARD S&P MID CAP 400 ETF

IVOO Quotes by TradingView
  • Ticker IVOO
  • Sector ETFs
  • Industry ETFs
More about IVOO
Track This Portfolio

Track Evergreen Capital Management LLC Portfolio

Follow Evergreen Capital Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evergreen Capital Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Capital Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email