EWM
Evercore Wealth Management’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-720
| Closed | -$59K | – | 404 |
|
|
2017
Q4 | $59K | Hold |
720
| – | – | ﹤0.01% | 555 |
|
|
2017
Q3 | $59K | Hold |
720
| – | – | ﹤0.01% | 552 |
|
|
2017
Q2 | $59K | Sell |
720
-2,627
| -78% | -$215K | ﹤0.01% | 556 |
|
|
2017
Q1 | $271K | Buy |
3,347
+2,627
| +365% | +$213K | 0.01% | 330 |
|
|
2016
Q4 | $58K | Hold |
720
| – | – | ﹤0.01% | 574 |
|
|
2016
Q3 | $61K | Hold |
720
| – | – | ﹤0.01% | 566 |
|
|
2016
Q2 | $61K | Sell |
720
-600
| -45% | -$50.8K | ﹤0.01% | 538 |
|
|
2016
Q1 | $109K | Buy |
1,320
+1,079
| +448% | +$89.1K | ﹤0.01% | 443 |
|
|
2015
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 775 |
|
|
2015
Q3 | $20K | Hold |
241
| – | – | ﹤0.01% | 736 |
|
|
2015
Q2 | $20K | Hold |
241
| – | – | ﹤0.01% | 791 |
|
|
2015
Q1 | $20K | Buy |
+241
| New | +$20K | ﹤0.01% | 783 |
|
|
2014
Q4 | – | Sell |
-241
| Closed | -$20K | – | 873 |
|
|
2014
Q3 | $20K | Hold |
241
| – | – | ﹤0.01% | 734 |
|
|
2014
Q2 | $20K | Hold |
241
| – | – | ﹤0.01% | 738 |
|
|
2014
Q1 | $20K | Hold |
241
| – | – | ﹤0.01% | 739 |
|
|
2013
Q4 | $19K | Hold |
241
| – | – | ﹤0.01% | 687 |
|
|
2013
Q3 | $19K | Hold |
241
| – | – | ﹤0.01% | 692 |
|
|
2013
Q2 | $19K | Buy |
+241
| New | +$19K | ﹤0.01% | 668 |
|