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 $129,618. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,460

Previous 1,460 -0.0%

Holding current value

$129,618

Previous $157,000 1.91%

% of portfolio

0.02%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 09, 2024	BUY	$81.22 - $100.75 $5,685 - $7,052	70 Added 5.04%	1,460 $144,000
Q1 2023 May 15, 2023	SELL	$84.73 - $197.41 $1,694 - $3,948	-20 Reduced 1.42%	1,390 $123,000
Q4 2022 Jan 19, 2023	BUY	$82.54 - $189.04 $2,311 - $5,293	28 Added 2.03%	1,410 $0
Q3 2022 Nov 14, 2022	BUY	$80.61 - $98.13 $2,498 - $3,042	31 Added 2.29%	1,382 $223,000
Q2 2022 Aug 15, 2022	BUY	$82.0 - $100.06 $246 - $300	3 Added 0.22%	1,351 $230,000
Q1 2022 May 16, 2022	BUY	$93.89 - $106.99 $70,511 - $80,349	751 Added 125.8%	1,348 $267,000
Q4 2021 Feb 14, 2022	BUY	$100.24 - $111.01 $15,336 - $16,984	153 Added 34.46%	597 $126,000
Q3 2021 Nov 12, 2021	BUY	$96.01 - $104.32 $6,528 - $7,093	68 Added 18.09%	444 $89,000
Q2 2021 Aug 13, 2021	BUY	$97.42 - $106.53 $36,629 - $40,055	376 New	376 $78,000

Others Institutions Holding VIOO

# of Institutions

368

Shares Held

13.8M

Call Options Held

Put Options Held

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About VANGUARD S&P SMALL CAP 600 ETF

Ticker VIOO
Sector ETFs
Industry ETFs

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Evermay Wealth Management LLC Vanguard S&P Small Cap 600 ETF Transaction History