Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Inter Transaction History
Evergreen Wealth Management, LLC
- $191 Billion
- Q3 2025
A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Inter stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 78,064 shares of BIV stock, worth $6.08 Million. This represents 3.2% of its overall portfolio holdings.
Number of Shares
78,064
Previous 87,560
10.85%
Holding current value
$6.08 Million
Previous $6.77 Billion
9.98%
% of portfolio
3.2%
Previous 3.8%
Shares
9 transactions
Others Institutions Holding BIV
# of Institutions
1,034Shares Held
213MCall Options Held
8.7KPut Options Held
0-
Wells Fargo & Company San Francisco, CA24.3MShares$1.89 Billion0.37% of portfolio
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Envestnet Asset Management Inc19.6MShares$1.53 Billion0.47% of portfolio
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Northwestern Mutual Wealth Management CO9.91MShares$772 Million0.53% of portfolio
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Goldman Sachs Group Inc New York, NY9.01MShares$702 Million0.09% of portfolio
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Morgan Stanley New York, NY6.68MShares$521 Million0.03% of portfolio