Evergreen Wealth Management, LLC VTI Holdings History
Evergreen Wealth Management, LLC's Vanguard Total Stock Market ETF Holding Summary
As of 2025-03-31, Evergreen Wealth Management, LLC held 41,193.00 shares of Vanguard Total Stock Market ETF(VTI), totaling $11.32 Mil. This investment constitutes 6.76% of their stock portfolio, and Evergreen Wealth Management, LLC now holds 0% of the outstanding Vanguard Total Stock Market ETF(VTI) stock.
The initial trade took place in 2022Q4. And since then Evergreen Wealth Management, LLC has made 7 purchases of VTI, at an average price of $230.55, for a total of 43,060.00 shares. In addition, there have been 1 sales at an average price of $221.35 for 1,867.00 shares. Based on historical transaction data and VTI's current price of $310.56, Evergreen Wealth Management, LLC's estimated gain on his VTI holdings is $3.28 Mil, reflecting a 33.03% gain to date.
Evergreen Wealth Management, LLC VTI ($310.56) Holding Chart
Evergreen Wealth Management, LLC VTI ($310.56) 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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