Evermay Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History

Evermay Wealth Management LLC

$866 Million
Q3 2025

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Evermay Wealth Management LLC holds 473 shares of VOE stock, worth $82,226. This represents 0.01% of its overall portfolio holdings.

Number of Shares

473

Previous 473 -0.0%

Holding current value

$82,226

Previous $77,000 6.49%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 29, 2025	SELL	$141.87 - $164.49 $8,654 - $10,033	-61 Reduced 11.42%	473 $77,000
Q1 2025 May 07, 2025	BUY	$156.61 - $168.02 $313 - $336	2 Added 0.38%	534 $85,000
Q4 2024 Jan 23, 2025	SELL	$160.89 - $176.18 $122,276 - $133,896	-760 Reduced 58.82%	532 $86,000
Q3 2024 Oct 25, 2024	SELL	$149.02 - $167.67 $232,173 - $261,229	-1,558 Reduced 54.67%	1,292 $216,000
Q2 2024 Aug 01, 2024	SELL	$146.82 - $155.77 $5,138 - $5,451	-35 Reduced 1.21%	2,850 $428,000

Q1 2024 May 13, 2024	BUY	$141.07 - $155.91 $381,594 - $421,736	2,705 Added 1502.78%	2,885 $449,000
Q2 2023 Aug 10, 2023	BUY	$127.92 - $138.38 $8,570 - $9,271	67 Added 59.29%	180 $24,000
Q1 2023 May 15, 2023	BUY	$126.74 - $147.12 $14,321 - $16,624	113 New	113 $15,000
Q2 2021 Aug 13, 2021	BUY	$136.19 - $145.71 $23,969 - $25,644	176 New	176 $25,000

Others Institutions Holding VOE

# of Institutions

1,262

Shares Held

73M

Call Options Held

30.9K

Put Options Held

7.7K

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About VANGUARD MID-CAP VALUE INDEX F

Ticker VOE
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Evermay Wealth Management LLC Vanguard Mid Cap Value Index F Transaction History