Evergreen Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History

Evergreen Wealth Management, LLC

$169 Billion
Q4 2024

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Star Fd Vanguard Tota stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 9,469 shares of VXUS stock, worth $580,923. This represents 0.33% of its overall portfolio holdings.

Number of Shares

9,469

Previous 10,284 7.92%

Holding current value

$580,923

Previous $666 Million 16.19%

% of portfolio

0.33%

Previous 0.4%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$58.88 - $64.8 $47,987 - $52,812	-815 Reduced 7.92%	9,469 $558 Million
Q3 2024 Nov 06, 2024	BUY	$58.03 - $65.37 $30,291 - $34,123	522 Added 5.35%	10,284 $666 Million
Q4 2023 Feb 06, 2024	BUY	$51.06 - $57.96 $21,547 - $24,459	422 Added 4.52%	9,762 $566 Million
Q3 2023 Nov 14, 2023	BUY	$53.3 - $58.26 $11,779 - $12,875	221 Added 2.42%	9,340 $500 Million
Q2 2023 Aug 03, 2023	BUY	$54.28 - $57.76 $102,209 - $108,762	1,883 Added 26.02%	9,119 $511 Million
Q1 2023 Apr 25, 2023	BUY	$52.07 - $56.74 $23,327 - $25,419	448 Added 6.6%	7,236 $400 Million
Q4 2022 Feb 14, 2023	BUY	$45.45 - $53.83 $308,514 - $365,398	6,788 New	6,788 $351 Million

Others Institutions Holding VXUS

# of Institutions

1,309

Shares Held

303M

Call Options Held

160K

Put Options Held

61.2K

View Full List

About VANGUARD STAR FD VANGUARD TOTA

Ticker VXUS
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Evergreen Wealth Management, LLC Vanguard Star Fd Vanguard Tota Transaction History