Evergreen Capital Management’s Vanguard Small-Cap ETF VB Stock Holding History

Evergreen Capital Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.1M	Sell	38,740 -194	-0.5%	-$52.5K	0.22%	110
2025 Q4	$10M	Buy	38,934 +330	+0.9%	+$84.5K	0.22%	107
2025 Q3	$9.85M	Buy	38,604 +590	+2%	+$146K	0.23%	109
2025 Q2	$9.04M	Buy	38,014 +797	+2%	+$178K	0.27%	101
2025 Q1	$8.25M	Sell	37,217 -500	-1%	-$119K	0.28%	102
2024 Q4	$9.06M	Sell	37,717 -1,261	-3%	-$310K	0.3%	91
2024 Q3	$9.27M	Buy	38,978 +998	+3%	+$227K	0.31%	90
2024 Q2	$8.31M	Buy	37,980 +2,283	+6%	+$501K	0.3%	93
2024 Q1	$8.16M	Buy	35,697 +4,428	+14%	+$952K	0.31%	89
2023 Q4	$6.67M	Sell	31,269 -1,948	-6%	-$375K	0.27%	109
2023 Q3	$6.28M	Buy	33,217 +5,986	+22%	+$1.19M	0.28%	110
2023 Q2	$5.42M	Buy	27,231 +1,341	+5%	+$253K	0.23%	128
2023 Q1	$4.91M	Buy	25,890 +680	+3%	+$132K	0.22%	129
2022 Q4	$4.63M	Sell	25,210 -637	-2%	-$118K	0.22%	132
2022 Q3	$4.42M	Sell	25,847 -1,158	-4%	-$219K	0.23%	124
2022 Q2	$4.76M	Sell	27,005 -5,127	-16%	-$990K	0.25%	114
2022 Q1	$6.83M	Buy	32,132 +1,052	+3%	+$221K	0.28%	105
2021 Q4	$7.02M	Buy	31,080 +2,820	+10%	+$641K	0.28%	94
2021 Q3	$6.18M	Buy	28,260 +3,927	+16%	+$873K	0.28%	96
2021 Q2	$5.48M	Buy	24,333 +4,453	+22%	+$987K	0.26%	100
2021 Q1	$4.26M	Buy	19,880 +5,477	+38%	+$1.15M	0.22%	115
2020 Q4	$2.8M	Buy	14,403 +4,273	+42%	+$754K	0.16%	137
2020 Q3	$1.56M	Sell	10,130 -1,933	-16%	-$297K	0.11%	171
2020 Q2	$1.76M	Buy	12,063 +147	+1%	+$19.7K	0.13%	153
2020 Q1	$1.38M	Buy	11,916 +43	+0.4%	+$6.46K	0.13%	140
2019 Q4	$1.97M	Sell	11,873 -5,965	-33%	-$950K	0.16%	123
2019 Q3	$2.75M	Buy	17,838 +95	+0.5%	+$14.7K	0.26%	86
2019 Q2	$2.78M	Buy	17,743 +40	+0.2%	+$6.18K	0.27%	88
2019 Q1	$2.71M	Sell	17,703 -2	-0%	-$297	0.27%	91
2018 Q4	$2.34M	Buy	17,705 +200	+1%	+$29.1K	0.24%	97
2018 Q3	$2.85M	Buy	17,505 +15,942	+1,020%	+$2.58M	0.25%	93
2018 Q2	$243K	Hold	1,563	–	–	0.02%	310
2018 Q1	$230K	Buy	+1,563	New	+$233K	0.02%	308