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Vanguard Small-Cap Growth ETF shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard Small-Cap Growth ETF (VBK) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard Small-Cap Growth ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Small-Cap Growth ETF held by Evergreen Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Small-Cap Growth ETF by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.8M 11k 267.36
2024-06-30 $3.1M 12k 250.13
2024-03-31 $3.2M 12k 260.72
2023-12-31 $3.0M 12k 241.77
2023-09-30 $2.6M 12k 214.18
2023-06-30 $2.9M 13k 229.74
2023-03-31 $2.3M 11k 216.41
2022-12-31 $1.4M 7.2k 200.55