Evergreen Private Wealth LLC Vanguard Small Cap Value ETF Transaction History

Evergreen Private Wealth LLC

  • $213 Billion
  • Q4 2024

A detailed history of Evergreen Private Wealth LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Evergreen Private Wealth LLC holds 15,996 shares of VBR stock, worth $3.06 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
15,996
Previous 16,038 0.26%
Holding current value
$3.06 Million
Previous $3.22 Billion 1.55%
% of portfolio
1.49%
Previous 1.49%

Shares

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

Feb 06, 2025
SELL
$197.36 - $217.3 $8,289 - $9,126
-42 Reduced 0.26%
15,996 $3.17 Billion
Q3 2024

Oct 31, 2024
BUY
$179.99 - $201.6 $26,998 - $30,240
150 Added 0.94%
16,038 $3.22 Billion
Q2 2024

Aug 12, 2024
BUY
$177.65 - $191.11 $41,392 - $44,528
233 Added 1.49%
15,888 $2.9 Billion
Q1 2024

Apr 16, 2024
SELL
$172.45 - $191.88 $726,186 - $808,006
-4,211 Reduced 21.2%
15,655 $3 Billion
Q4 2023

Feb 08, 2024
BUY
$149.18 - $181.94 $2.96 Million - $3.61 Million
19,866 New
19,866 $3.58 Billion

Others Institutions Holding VBR

# of Institutions
1,706
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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

Track Evergreen Private Wealth LLC Portfolio

Follow Evergreen Private Wealth 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 Private Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evergreen Private Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email