EWM
Evercore Wealth Management’s Vanguard Mega Cap Value ETF MGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,527
| Closed | -$117K | – | 623 |
|
|
2017
Q4 | $117K | Hold |
1,527
| – | – | ﹤0.01% | 440 |
|
|
2017
Q3 | $110K | Hold |
1,527
| – | – | ﹤0.01% | 449 |
|
|
2017
Q2 | $106K | Hold |
1,527
| – | – | ﹤0.01% | 454 |
|
|
2017
Q1 | $105K | Hold |
1,527
| – | – | ﹤0.01% | 472 |
|
|
2016
Q4 | $102K | Hold |
1,527
| – | – | ﹤0.01% | 491 |
|
|
2016
Q3 | $96K | Hold |
1,527
| – | – | ﹤0.01% | 492 |
|
|
2016
Q2 | $94K | Hold |
1,527
| – | – | ﹤0.01% | 472 |
|
|
2016
Q1 | $91K | Hold |
1,527
| – | – | ﹤0.01% | 470 |
|
|
2015
Q4 | $90K | Hold |
1,527
| – | – | ﹤0.01% | 490 |
|
|
2015
Q3 | $84K | Hold |
1,527
| – | – | ﹤0.01% | 510 |
|
|
2015
Q2 | $91K | Hold |
1,527
| – | – | ﹤0.01% | 539 |
|
|
2015
Q1 | $91K | Buy |
+1,527
| New | +$91K | ﹤0.01% | 544 |
|