EWM
Evercore Wealth Management’s Vanguard Total International Bond ETF BNDX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-8,508
| Closed | -$404K | – | 407 |
|
|
2022
Q4 | $404K | Sell |
8,508
-342
| -4% | -$16.2K | 0.01% | 291 |
|
|
2022
Q3 | $422K | Buy |
+8,850
| New | +$422K | 0.01% | 273 |
|
|
2018
Q1 | – | Sell |
-151
| Closed | -$8K | – | 405 |
|
|
2017
Q4 | $8K | Hold |
151
| – | – | ﹤0.01% | 820 |
|
|
2017
Q3 | $8K | Hold |
151
| – | – | ﹤0.01% | 806 |
|
|
2017
Q2 | $8K | Hold |
151
| – | – | ﹤0.01% | 844 |
|
|
2017
Q1 | $8K | Buy |
+151
| New | +$8K | ﹤0.01% | 840 |
|
|
2016
Q4 | – | Sell |
-224
| Closed | -$13K | – | 1018 |
|
|
2016
Q3 | $13K | Hold |
224
| – | – | ﹤0.01% | 838 |
|
|
2016
Q2 | $12K | Hold |
224
| – | – | ﹤0.01% | 829 |
|
|
2016
Q1 | $12K | Hold |
224
| – | – | ﹤0.01% | 786 |
|
|
2015
Q4 | $12K | Buy |
+224
| New | +$12K | ﹤0.01% | 831 |
|