Evermay Wealth Management LLC Vanguard Total Stock Market Et Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evermay Wealth Management LLC holds 39,906 shares of VTI stock, worth $10.9 Million. This represents 1.77% of its overall portfolio holdings.

Number of Shares
39,906
Previous 41,075 2.85%
Holding current value
$10.9 Million
Previous $11.6 Million 0.56%
% of portfolio
1.77%
Previous 1.88%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$280.04 - $302.45 $327,366 - $353,564
-1,169 Reduced 2.85%
39,906 $11.6 Million
Q3 2024

Oct 25, 2024
SELL
$255.18 - $283.2 $477,186 - $529,584
-1,870 Reduced 4.35%
41,075 $11.6 Million
Q2 2024

Aug 01, 2024
SELL
$245.23 - $269.4 $204,767 - $224,948
-835 Reduced 1.91%
42,945 $11.5 Million
Q1 2024

May 13, 2024
SELL
$232.77 - $260.14 $1.02 Million - $1.14 Million
-4,387 Reduced 9.11%
43,780 $11.4 Million
Q4 2023

Feb 09, 2024
SELL
$203.12 - $238.25 $418,833 - $491,271
-2,062 Reduced 4.11%
48,167 $11.4 Million
Q3 2023

Nov 13, 2023
SELL
$211.41 - $228.35 $864,032 - $933,266
-4,087 Reduced 7.52%
50,229 $10.7 Million
Q2 2023

Aug 10, 2023
SELL
$200.75 - $220.28 $250,335 - $274,689
-1,247 Reduced 2.24%
54,316 $12 Million
Q1 2023

May 15, 2023
SELL
$189.85 - $210.01 $786,738 - $870,281
-4,144 Reduced 6.94%
55,563 $11.3 Million
Q4 2022

Jan 19, 2023
SELL
$179.3 - $204.18 $801,650 - $912,888
-4,471 Reduced 6.97%
59,707 $0
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $1,435 - $1,729
8 Added 0.01%
64,178 $11.5 Million
Q2 2022

Aug 15, 2022
SELL
$183.02 - $230.52 $705,359 - $888,424
-3,854 Reduced 5.67%
64,170 $12.1 Million
Q1 2022

May 16, 2022
BUY
$209.9 - $242.97 $12.7 Million - $14.7 Million
60,439 Added 796.82%
68,024 $15.5 Million
Q4 2021

Feb 14, 2022
BUY
$221.73 - $242.96 $518,183 - $567,797
2,337 Added 44.53%
7,585 $1.83 Million
Q3 2021

Nov 12, 2021
BUY
$219.23 - $234.37 $55,245 - $59,061
252 Added 5.04%
5,248 $1.17 Million
Q2 2021

Aug 13, 2021
BUY
$209.28 - $222.82 $33,066 - $35,205
158 Added 3.27%
4,996 $1.11 Million
Q1 2021

May 10, 2021
BUY
$191.87 - $208.85 $38,949 - $42,396
203 Added 4.38%
4,838 $1 Million
Q4 2020

Feb 16, 2021
SELL
$166.99 - $194.64 $2,838 - $3,308
-17 Reduced 0.37%
4,635 $902,000
Q3 2020

Nov 05, 2020
SELL
$157.44 - $181.24 $8,659 - $9,968
-55 Reduced 1.17%
4,652 $792,000
Q2 2020

Jul 20, 2020
BUY
$122.96 - $164.1 $31,231 - $41,681
254 Added 5.7%
4,707 $737,000
Q1 2020

Apr 24, 2020
BUY
$111.91 - $172.17 $65,467 - $100,719
585 Added 15.12%
4,453 $574,000
Q4 2019

Feb 11, 2020
BUY
$146.61 - $164.29 $1,612 - $1,807
11 Added 0.29%
3,868 $633,000
Q3 2019

Oct 29, 2019
BUY
$150.3 - $153.62 $2,855 - $2,918
19 Added 0.5%
3,857 $582,000
Q2 2019

Jul 23, 2019
BUY
N/A
39 Added 1.03%
3,838 $576,000
Q1 2019

May 03, 2019
BUY
N/A
15 Added 0.4%
3,799 $550,000
Q4 2018

Jan 24, 2019
BUY
N/A
43 Added 1.15%
3,784 $483,000
Q3 2018

Oct 29, 2018
SELL
N/A
-10 Reduced 0.27%
3,741 $560,000
Q2 2018

Aug 06, 2018
BUY
N/A
3,751 New
3,751 $527,000
Q1 2018

May 04, 2018
SELL
N/A
-1,524 Closed
0 $0
Q4 2017

Feb 07, 2018
BUY
N/A
1,524
1,524 $209,000

Others Institutions Holding VTI

# of Institutions
3,377
Shares Held
454M
Call Options Held
1.31M
Put Options Held
1.13M
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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