Evergreen Wealth Management, LLC Vanguard Value ETF Transaction History

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 12,252 shares of VTV stock, worth $2.1 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares
12,252
Previous 15,296 19.9%
Holding current value
$2.1 Million
Previous $2.45 Billion 12.83%
% of portfolio
1.29%
Previous 1.63%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 06, 2024
SELL
$159.75 - $174.57 $486,279 - $531,391
-3,044 Reduced 19.9%
12,252 $2.14 Billion
Q4 2023

Feb 06, 2024
BUY
$131.82 - $149.95 $7,118 - $8,097
54 Added 0.35%
15,296 $2.29 Billion
Q3 2023

Nov 14, 2023
SELL
$137.93 - $147.18 $28,551 - $30,466
-207 Reduced 1.34%
15,242 $2.1 Billion
Q2 2023

Aug 03, 2023
BUY
$134.74 - $142.42 $1,886 - $1,993
14 Added 0.09%
15,449 $2.2 Billion
Q1 2023

Apr 25, 2023
BUY
$132.13 - $144.96 $127,241 - $139,596
963 Added 6.65%
15,435 $2.13 Billion
Q4 2022

Feb 14, 2023
BUY
$124.69 - $146.24 $1.8 Million - $2.12 Million
14,472 New
14,472 $2.03 Billion

Others Institutions Holding VTV

# of Institutions
2,293
Shares Held
536M
Call Options Held
248K
Put Options Held
266K
View Full List

About VANGUARD VALUE ETF

VTV Quotes by TradingView
  • Ticker VTV
  • Sector ETFs
  • Industry ETFs
More about VTV
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