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Vanguard Total Stock Market ETF shares owned by Evergreen Private Wealth

Quarter-by-quarter ownership of Vanguard Total Stock Market ETF (VTI) shares owned by Evergreen Private Wealth from 13F filings

Historical chart of Evergreen Private Wealth investment in Vanguard Total Stock Market ETF

Tip: Access up to 7 years of quarterly data

All positions including Vanguard Total Stock Market ETF held by Evergreen Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Vanguard Total Stock Market ETF by Evergreen Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $170k 517 328.14
2025-06-30 $166k 545 303.95
2025-03-31 $210k 764 274.79
2024-12-31 $166k 572 289.85
2024-09-30 $162k 572 283.20
2024-03-31 $154k 594 259.93
2023-12-31 $177k 744 237.24