Evermay Wealth Management LLC Vanguard S&P Small Cap 600 ETF Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 1,460 shares of VIOO stock, worth $130,450. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,460
Previous 1,460
-0.0%
Holding current value
$130,450
Previous $157,000
1.91%
% of portfolio
0.02%
Previous 0.03%
Shares
9 transactions
Others Institutions Holding VIOO
# of Institutions
366Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$106 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$104 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$64.5 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$53.5 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$41.9 Million0.02% of portfolio