Evergreen Wealth Management, LLC VBK Holdings History
Evergreen Wealth Management, LLC's Vanguard Small Cap Growth ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 3,844.00 shares of Vanguard Small Cap Growth ETF(VBK), totaling $967,880.00. This investment constitutes 0.58% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0.01% of the outstanding Vanguard Small Cap Growth ETF(VBK) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 4 purchases of VBK, at an average price of $211.49, for a total of 13,207.00 shares. In addition, there have been 3 sales at an average price of $270.71 for 9,363.00 shares. Based on historical transaction data and VBK's current price of $279.72, Evergreen Wealth Management, LLC's estimated gain on his VBK holdings is $816,694.13, reflecting a 29.24% gain to date.
Evergreen Wealth Management, LLC VBK ($279.72) Holding Chart
Evergreen Wealth Management, LLC VBK ($279.72) 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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