Evergreen Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 8,109 shares of VOE stock, worth $1.34 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

8,109

Previous 8,077 0.4%

Holding current value

$1.34 Million

Previous $1.35 Billion 3.13%

% of portfolio

0.78%

Previous 0.81%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$160.89 - $176.18 $5,148 - $5,637	32 Added 0.4%	8,109 $1.31 Billion
Q3 2024 Nov 06, 2024	SELL	$149.02 - $167.67 $297,592 - $334,836	-1,997 Reduced 19.82%	8,077 $1.35 Billion
Q4 2023 Feb 06, 2024	SELL	$124.27 - $145.8 $212,377 - $249,172	-1,709 Reduced 14.5%	10,074 $1.46 Billion
Q3 2023 Nov 14, 2023	SELL	$130.77 - $144.24 $27,854 - $30,723	-213 Reduced 1.78%	11,783 $1.54 Billion
Q2 2023 Aug 03, 2023	BUY	$127.92 - $138.38 $1,662 - $1,798	13 Added 0.11%	11,996 $1.59 Billion
Q1 2023 Apr 25, 2023	BUY	$126.74 - $147.12 $191,377 - $222,151	1,510 Added 14.42%	11,983 $1.78 Billion
Q4 2022 Feb 14, 2023	BUY	$122.51 - $142.75 $1.28 Million - $1.5 Million	10,473 New	10,473 $1.53 Billion

Others Institutions Holding VOE

# of Institutions

1,194

Shares Held

71.9M

Call Options Held

25.6K

Put Options Held

1.6K

View Full List

About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Evergreen Wealth Management, LLC Vanguard Mid Cap Value Index F Transaction History