EVERGREEN CAPITAL MANAGEMENT LLC VMBS Holdings History
EVERGREEN CAPITAL MANAGEMENT LLC's Vanguard Mortgage-Backed Securities ETF Holding Summary
As of 2025-03-31, EVERGREEN CAPITAL MANAGEMENT LLC held 91,402.00 shares of Vanguard Mortgage-Backed Securities ETF(VMBS), totaling $4.23 Mil. This investment constitutes 0.14% of their stock portfolio, and EVERGREEN CAPITAL MANAGEMENT LLC now holds 0.02% of the outstanding Vanguard Mortgage-Backed Securities ETF(VMBS) stock.
The initial trade took place in 2020Q2. And since then EVERGREEN CAPITAL MANAGEMENT LLC has made 9 purchases of VMBS, at an average price of $51.01, for a total of 3.93 Mil shares. In addition, there have been 11 sales at an average price of $49.70 for 3.84 Mil shares. Based on historical transaction data and VMBS's current price of $46.19, EVERGREEN CAPITAL MANAGEMENT LLC's estimated gain on his VMBS holdings is $-5.45 Mil, reflecting a -2.72% gain to date.
EVERGREEN CAPITAL MANAGEMENT LLC VMBS ($46.19) Holding Chart
EVERGREEN CAPITAL MANAGEMENT LLC VMBS ($46.19) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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