Evergreen Wealth Management, LLC Vanguard Whitehall Fds (Vangua Transaction History

Evergreen Wealth Management, LLC

  • $191 Billion
  • Q3 2025

A detailed history of Evergreen Wealth Management, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Evergreen Wealth Management, LLC holds 69,822 shares of VYM stock, worth $9.85 Million. This represents 5.16% of its overall portfolio holdings.

Number of Shares
69,822
Previous 69,564 0.37%
Holding current value
$9.85 Million
Previous $9.27 Billion 6.12%
% of portfolio
5.16%
Previous 5.2%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$132.9 - $142.03 $34,288 - $36,643
258 Added 0.37%
69,822 $9.84 Billion
Q2 2025

Aug 04, 2025
BUY
$114.78 - $133.31 $259,058 - $300,880
2,257 Added 3.35%
69,564 $9.27 Billion
Q1 2025

May 05, 2025
SELL
$126.11 - $135.06 $10,971 - $11,750
-87 Reduced 0.13%
67,307 $8.68 Billion
Q4 2024

Jan 31, 2025
SELL
$126.68 - $134.74 $44,591 - $47,428
-352 Reduced 0.52%
67,394 $8.6 Billion
Q3 2024

Nov 06, 2024
BUY
$117.9 - $128.2 $151,501 - $164,736
1,285 Added 1.93%
67,746 $8.69 Billion
Q4 2023

Feb 06, 2024
BUY
$98.71 - $111.84 $71,466 - $80,972
724 Added 1.1%
66,461 $7.42 Billion
Q3 2023

Nov 14, 2023
BUY
$103.32 - $110.34 $60,442 - $64,548
585 Added 0.9%
65,737 $6.79 Billion
Q2 2023

Aug 03, 2023
BUY
$101.36 - $107.68 $802,973 - $853,040
7,922 Added 13.84%
65,152 $6.91 Billion
Q1 2023

Apr 25, 2023
BUY
$100.82 - $111.44 $166,353 - $183,876
1,650 Added 2.97%
57,230 $6.04 Billion
Q4 2022

Feb 14, 2023
BUY
$96.14 - $113.15 $5.34 Million - $6.29 Million
55,580 New
55,580 $5.98 Billion

About VANGUARD WHITEHALL FDS (VANGUA

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