EWM
Evercore Wealth Management’s Vanguard Mega Cap 300 Index ETF MGC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-1,341
| Closed | -$111K | – | 932 |
|
|
2017
Q2 | $111K | Hold |
1,341
| – | – | ﹤0.01% | 447 |
|
|
2017
Q1 | $108K | Hold |
1,341
| – | – | ﹤0.01% | 464 |
|
|
2016
Q4 | $102K | Hold |
1,341
| – | – | ﹤0.01% | 490 |
|
|
2016
Q3 | $99K | Hold |
1,341
| – | – | ﹤0.01% | 486 |
|
|
2016
Q2 | $96K | Hold |
1,341
| – | – | ﹤0.01% | 466 |
|
|
2016
Q1 | $94K | Hold |
1,341
| – | – | ﹤0.01% | 465 |
|
|
2015
Q4 | $94K | Hold |
1,341
| – | – | ﹤0.01% | 484 |
|
|
2015
Q3 | $88K | Hold |
1,341
| – | – | ﹤0.01% | 500 |
|
|
2015
Q2 | $94K | Hold |
1,341
| – | – | ﹤0.01% | 530 |
|
|
2015
Q1 | $94K | Buy |
+1,341
| New | +$94K | ﹤0.01% | 537 |
|