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Vanguard FTSE All Wld Ex USSml Cap shares owned by Evergreen Wealth Management

Quarter-by-quarter ownership of Vanguard FTSE All Wld Ex USSml Cap (VSS) shares owned by Evergreen Wealth Management from 13F filings

Historical chart of Evergreen Wealth Management investment in Vanguard FTSE All Wld Ex USSml Cap

Tip: Access up to 7 years of quarterly data

All positions including Vanguard FTSE All Wld Ex USSml Cap 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 FTSE All Wld Ex USSml Cap by Evergreen Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.3M 10k 125.96
2024-06-30 $1.2M 9.8k 117.49
2024-03-31 $1.1M 9.8k 116.84
2023-12-31 $1.1M 9.8k 115.03
2023-09-30 $998k 9.4k 106.20
2023-06-30 $1.0M 9.2k 110.47
2023-03-31 $795k 7.3k 109.23
2022-12-31 $700k 6.8k 102.80