Evermay Wealth Management LLC Vanguard Small Cap ETF Transaction History

Evermay Wealth Management LLC

  • $866 Million
  • Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 12,704 shares of VB stock, worth $3.17 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares
12,704
Previous 12,945 1.86%
Holding current value
$3.17 Million
Previous $3.07 Million 5.31%
% of portfolio
0.37%
Previous 0.38%

Shares

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

Nov 04, 2025
SELL
$237.58 - $259.17 $57,256 - $62,459
-241 Reduced 1.86%
12,704 $3.23 Million
Q2 2025

Jul 29, 2025
BUY
$193.73 - $237.37 $444,222 - $544,289
2,293 Added 21.53%
12,945 $3.07 Million
Q1 2025

May 07, 2025
BUY
$217.89 - $252.64 $83,887 - $97,266
385 Added 3.75%
10,652 $2.36 Million
Q4 2024

Jan 23, 2025
SELL
$233.76 - $261.58 $115,243 - $128,958
-493 Reduced 4.58%
10,267 $2.47 Million
Q3 2024

Oct 25, 2024
SELL
$214.77 - $237.72 $64,860 - $71,791
-302 Reduced 2.73%
10,760 $2.55 Million
Q2 2024

Aug 01, 2024
SELL
$210.76 - $226.94 $11,802 - $12,708
-56 Reduced 0.5%
11,062 $2.41 Million
Q1 2024

May 13, 2024
SELL
$204.0 - $228.59 $37,332 - $41,831
-183 Reduced 1.62%
11,118 $2.54 Million
Q4 2023

Feb 09, 2024
SELL
$175.26 - $215.9 $136,702 - $168,402
-780 Reduced 6.46%
11,301 $2.41 Million
Q3 2023

Nov 13, 2023
BUY
$186.24 - $208.75 $14,899 - $16,700
80 Added 0.67%
12,081 $2.28 Million
Q2 2023

Aug 10, 2023
SELL
$181.26 - $198.89 $15,044 - $16,507
-83 Reduced 0.69%
12,001 $2.39 Million
Q1 2023

May 15, 2023
SELL
$179.51 - $208.76 $113,629 - $132,145
-633 Reduced 4.98%
12,084 $2.29 Million
Q4 2022

Jan 19, 2023
BUY
$172.82 - $196.57 $619,386 - $704,506
3,584 Added 39.24%
12,717 $0
Q3 2022

Nov 14, 2022
SELL
$170.45 - $206.62 $47,555 - $57,646
-279 Reduced 2.96%
9,133 $1.56 Million
Q2 2022

Aug 15, 2022
SELL
$170.7 - $214.67 $2.1 Million - $2.64 Million
-12,305 Reduced 56.66%
9,412 $1.66 Million
Q1 2022

May 16, 2022
BUY
$198.73 - $227.97 $3.72 Million - $4.27 Million
18,728 Added 626.56%
21,717 $4.62 Million
Q4 2021

Feb 14, 2022
BUY
$215.13 - $239.37 $170,598 - $189,820
793 Added 36.11%
2,989 $676,000
Q3 2021

Nov 12, 2021
BUY
$211.9 - $229.42 $27,123 - $29,365
128 Added 6.19%
2,196 $480,000
Q3 2020

Nov 05, 2020
SELL
$143.34 - $162.04 $716 - $810
-5 Reduced 0.24%
2,068 $318,000
Q2 2020

Jul 20, 2020
BUY
$106.26 - $156.76 $220,276 - $324,963
2,073 New
2,073 $302,000

Others Institutions Holding VB

# of Institutions
2,481
Shares Held
164M
Call Options Held
68.3K
Put Options Held
25.4K
View Full List

About VANGUARD SMALL-CAP ETF

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  • Ticker VB
  • Sector ETFs
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More about VB
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