Evergreen Wealth Management, LLC VBR Holdings History
Evergreen Wealth Management, LLC's Vanguard Small Cap Value ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 7,295.00 shares of Vanguard Small Cap Value ETF(VBR), totaling $1.36 Mil. This investment constitutes 0.81% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Vanguard Small Cap Value ETF(VBR) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 5 purchases of VBR, at an average price of $162.18, for a total of 22,262.00 shares. In addition, there have been 2 sales at an average price of $194.84 for 14,967.00 shares. Based on historical transaction data and VBR's current price of $204.25, Evergreen Wealth Management, LLC's estimated gain on his VBR holdings is $795,724.39, reflecting a 22.04% gain to date.
Evergreen Wealth Management, LLC VBR ($204.25) Holding Chart
Evergreen Wealth Management, LLC VBR ($204.25) 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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