Evergreen Capital Management LLC Vanguard Dividend Appreciation Transaction History

Evergreen Capital Management LLC

  • $3.91 Billion
  • Q3 2025

A detailed history of Evergreen Capital Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evergreen Capital Management LLC holds 69,087 shares of VIG stock, worth $12.6 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
69,087
Previous 68,243 1.24%
Holding current value
$12.6 Million
Previous $12.4 Million 1.24%
% of portfolio
0.32%
Previous 0.41%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 28, 2025
BUY
N/A
844 Added 1.24%
69,087 $12.6 Million
Q2 2025

Aug 14, 2025
BUY
N/A
1,521 Added 2.28%
68,243 $12.4 Million
Q1 2025

May 15, 2025
SELL
N/A
-1,499 Reduced 2.2%
66,722 $12.2 Million
Q4 2024

Feb 13, 2025
SELL
N/A
-490 Reduced 0.71%
68,221 $12.4 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $400,183 - $400,183
2,197 Added 3.3%
68,711 $12.5 Million
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $65,865 - $70,410
-380 Reduced 0.57%
66,514 $12.1 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $30,830 - $33,485
183 Added 0.27%
66,894 $12.2 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $514,898 - $586,907
-3,429 Reduced 4.89%
66,711 $11.4 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $502,809 - $540,250
3,236 Added 4.84%
70,140 $10.9 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $88,589 - $94,209
-580 Reduced 0.86%
66,904 $10.9 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $139,289 - $149,780
946 Added 1.42%
67,484 $10.4 Million
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $3.22 Million - $3.53 Million
-22,258 Reduced 25.07%
66,538 $10.1 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-8,628 Reduced 8.86%
88,796 $12 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-2,033 Reduced 2.04%
97,424 $14 Million
Q1 2022

May 16, 2022
BUY
N/A
29,266 Added 41.69%
99,457 $16.1 Million
Q4 2021

Mar 11, 2022
SELL
N/A
-912 Reduced 1.28%
70,191 $12.1 Million
Q3 2021

Nov 15, 2021
BUY
N/A
161 Added 0.23%
71,103 $10.9 Million
Q2 2021

Aug 16, 2021
BUY
N/A
560 Added 0.8%
70,942 $11 Million
Q1 2021

May 17, 2021
BUY
N/A
583 Added 0.84%
70,382 $10.4 Million
Q4 2020

Feb 16, 2021
SELL
N/A
-868 Reduced 1.23%
69,799 $9.85 Million
Q3 2020

Nov 16, 2020
SELL
N/A
-15,268 Reduced 17.77%
70,667 $9.09 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-1,418 Reduced 1.62%
85,935 $10.1 Million
Q1 2020

May 15, 2020
BUY
N/A
51,353 Added 142.65%
87,353 $9.03 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-2,415 Reduced 6.29%
36,000 $4.49 Million
Q3 2019

Nov 14, 2019
BUY
N/A
7 Added 0.02%
38,415 $4.59 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-289 Reduced 0.75%
38,408 $4.42 Million
Q1 2019

May 10, 2019
BUY
N/A
569 Added 1.49%
38,697 $4.24 Million
Q4 2018

Feb 14, 2019
BUY
N/A
6,926 Added 22.2%
38,128 $3.74 Million
Q3 2018

Nov 13, 2018
BUY
N/A
12 Added 0.04%
31,202 $3.45 Million
Q2 2018

Aug 13, 2018
BUY
N/A
8 Added 0.03%
31,190 $3.17 Million
Q1 2018

May 10, 2018
SELL
N/A
-4,170 Reduced 11.8%
31,182 $3.15 Million
Q4 2017

Feb 14, 2018
BUY
N/A
11 Added 0.03%
35,352 $3.61 Million
Q3 2017

Nov 09, 2017
BUY
N/A
35,341
35,341 $3.35 Million

Others Institutions Holding VIG

# of Institutions
2,655
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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