Evergreen Wealth Management, LLC Vanguard Growth ETF Transaction History

Evergreen Wealth Management, LLC

  • $166 Billion
  • Q3 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 5,799 shares of VUG stock, worth $2.47 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
5,799
Previous 6,509 10.91%
Holding current value
$2.47 Million
Previous $2.43 Billion 8.54%
% of portfolio
1.34%
Previous 1.61%

Shares

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

Nov 06, 2024
SELL
$341.08 - $391.94 $242,166 - $278,277
-710 Reduced 10.91%
5,799 $2.23 Billion
Q4 2023

Feb 06, 2024
BUY
$261.54 - $312.16 $261 - $312
1 Added 0.02%
6,509 $2.02 Billion
Q3 2023

Nov 14, 2023
BUY
$269.56 - $293.5 $4,852 - $5,283
18 Added 0.28%
6,508 $1.77 Billion
Q2 2023

Aug 03, 2023
SELL
$243.06 - $282.96 $3,888 - $4,527
-16 Reduced 0.25%
6,490 $1.84 Billion
Q1 2023

Apr 25, 2023
BUY
$209.25 - $249.44 $80,352 - $95,784
384 Added 6.27%
6,506 $1.62 Billion
Q4 2022

Feb 14, 2023
BUY
$208.44 - $233.81 $1.28 Million - $1.43 Million
6,122 New
6,122 $1.3 Billion

Others Institutions Holding VUG

# of Institutions
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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