Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Bd Index Fd Inc Long stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 100,904 shares of BLV stock, worth $7.22 Million. This represents 4.08% of its overall portfolio holdings.

Number of Shares

100,904

Previous 98,107 2.85%

Holding current value

$7.22 Million

Previous $7.37 Billion 6.37%

% of portfolio

4.08%

Previous 4.44%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$68.25 - $75.42 $190,895 - $210,949	2,797 Added 2.85%	100,904 $6.9 Billion
Q3 2024 Nov 06, 2024	BUY	$69.16 - $76.64 $2.79 Million - $3.09 Million	40,365 Added 69.91%	98,107 $7.37 Billion
Q4 2023 Feb 06, 2024	BUY	$63.1 - $75.48 $1.68 Million - $2.01 Million	26,644 Added 85.68%	57,742 $4.31 Billion
Q3 2023 Nov 14, 2023	BUY	$66.98 - $75.19 $48,426 - $54,362	723 Added 2.38%	31,098 $2.09 Billion
Q2 2023 Aug 03, 2023	BUY	$72.8 - $77.78 $73,964 - $79,024	1,016 Added 3.46%	30,375 $2.28 Billion
Q1 2023 Apr 25, 2023	BUY	$72.23 - $78.61 $2.12 Million - $2.31 Million	29,359 New	29,359 $2.25 Billion

Others Institutions Holding BLV

# of Institutions

400

Shares Held

70.8M

Call Options Held

17.1K

Put Options Held

28.2K

View Full List

About VANGUARD BD INDEX FD INC LONG

Ticker BLV
Sector ETFs
Industry ETFs

More about BLV

Track This Portfolio

Portfolio Update

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

News

Stay updated on Evergreen Wealth Management, LLC with notifications on news.

Account

Evergreen Wealth Management, LLC Vanguard Bd Index Fd Inc Long Transaction History