Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History

Evergreen Wealth Management, LLC

$166 Billion
Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 10,590 shares of VBK stock, worth $3 Million. This represents 1.7% of its overall portfolio holdings.

Number of Shares

10,590

Previous 12,428 14.79%

Holding current value

$3 Million

Previous $3.11 Billion 8.92%

% of portfolio

1.7%

Previous 2.06%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$240.48 - $267.94 $442,002 - $492,473	-1,838 Reduced 14.79%	10,590 $2.83 Billion
Q4 2023 Feb 06, 2024	BUY	$196.36 - $245.46 $59,300 - $74,128	302 Added 2.49%	12,428 $3 Billion
Q3 2023 Nov 14, 2023	SELL	$210.59 - $239.48 $90,764 - $103,215	-431 Reduced 3.43%	12,126 $2.6 Billion
Q2 2023 Aug 03, 2023	BUY	$209.12 - $229.74 $415,103 - $456,033	1,985 Added 18.78%	12,557 $2.88 Billion
Q1 2023 Apr 25, 2023	BUY	$198.77 - $233.54 $678,402 - $797,072	3,413 Added 47.67%	10,572 $2.29 Billion
Q4 2022 Feb 14, 2023	BUY	$192.0 - $216.09 $1.37 Million - $1.55 Million	7,159 New	7,159 $1.44 Billion

Others Institutions Holding VBK

# of Institutions

1,118

Shares Held

42.2M

Call Options Held

53.1K

Put Options Held

28.3K

View Full List

About VANGUARD SMALL-CAP GROWTH ETF

Ticker VBK
Sector ETFs
Industry ETFs

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Evergreen Wealth Management, LLC Vanguard Small Cap Growth ETF Transaction History