EWM
Evercore Wealth Management’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.82M | Sell |
24,541
-50
| -0.2% | -$11.8K | 0.09% | 93 |
|
|
2025
Q1 | $5.45M | Sell |
24,591
-13
| -0.1% | -$2.88K | 0.09% | 89 |
|
|
2024
Q4 | $5.91M | Sell |
24,604
-2,229
| -8% | -$536K | 0.09% | 92 |
|
|
2024
Q3 | $6.37M | Hold |
26,833
| – | – | 0.1% | 88 |
|
|
2024
Q2 | $5.85M | Sell |
26,833
-805
| -3% | -$176K | 0.09% | 90 |
|
|
2024
Q1 | $6.32M | Sell |
27,638
-1,093
| -4% | -$250K | 0.1% | 89 |
|
|
2023
Q4 | $6.13M | Buy |
28,731
+411
| +1% | +$87.7K | 0.1% | 85 |
|
|
2023
Q3 | $5.35M | Sell |
28,320
-1,210
| -4% | -$229K | 0.1% | 87 |
|
|
2023
Q2 | $5.87M | Hold |
29,530
| – | – | 0.11% | 84 |
|
|
2023
Q1 | $5.6M | Sell |
29,530
-1,011
| -3% | -$192K | 0.11% | 84 |
|
|
2022
Q4 | $5.61M | Buy |
30,541
+334
| +1% | +$61.3K | 0.12% | 84 |
|
|
2022
Q3 | $5.16M | Sell |
30,207
-254
| -0.8% | -$43.4K | 0.12% | 83 |
|
|
2022
Q2 | $5.36M | Sell |
30,461
-230
| -0.7% | -$40.5K | 0.11% | 89 |
|
|
2022
Q1 | $6.52M | Hold |
30,691
| – | – | 0.12% | 85 |
|
|
2021
Q4 | $6.94M | Sell |
30,691
-443
| -1% | -$100K | 0.11% | 85 |
|
|
2021
Q3 | $6.81M | Sell |
31,134
-500
| -2% | -$109K | 0.12% | 85 |
|
|
2021
Q2 | $7.13M | Sell |
31,634
-589
| -2% | -$133K | 0.13% | 83 |
|
|
2021
Q1 | $6.9M | Buy |
32,223
+77
| +0.2% | +$16.5K | 0.14% | 85 |
|
|
2020
Q4 | $6.26M | Sell |
32,146
-579
| -2% | -$113K | 0.13% | 87 |
|
|
2020
Q3 | $5.03M | Sell |
32,725
-1,654
| -5% | -$254K | 0.12% | 88 |
|
|
2020
Q2 | $5.01M | Sell |
34,379
-725
| -2% | -$106K | 0.13% | 87 |
|
|
2020
Q1 | $4.05M | Sell |
35,104
-2,208
| -6% | -$255K | 0.13% | 88 |
|
|
2019
Q4 | $6.18M | Sell |
37,312
-345
| -0.9% | -$57.2K | 0.17% | 78 |
|
|
2019
Q3 | $5.8M | Sell |
37,657
-225
| -0.6% | -$34.6K | 0.17% | 79 |
|
|
2019
Q2 | $5.94M | Buy |
37,882
+85
| +0.2% | +$13.3K | 0.18% | 77 |
|
|
2019
Q1 | $5.78M | Buy |
37,797
+210
| +0.6% | +$32.1K | 0.19% | 80 |
|
|
2018
Q4 | $4.96M | Buy |
37,587
+2,385
| +7% | +$315K | 0.19% | 80 |
|
|
2018
Q3 | $5.72M | Sell |
35,202
-275
| -0.8% | -$44.7K | 0.18% | 85 |
|
|
2018
Q2 | $5.52M | Sell |
35,477
-1,073
| -3% | -$167K | 0.19% | 83 |
|
|
2018
Q1 | $5.37M | Buy |
36,550
+271
| +0.7% | +$39.8K | 0.21% | 82 |
|
|
2017
Q4 | $5.36M | Sell |
36,279
-595
| -2% | -$87.9K | 0.2% | 81 |
|
|
2017
Q3 | $5.21M | Sell |
36,874
-240
| -0.6% | -$33.9K | 0.2% | 82 |
|
|
2017
Q2 | $5.03M | Hold |
37,114
| – | – | 0.19% | 85 |
|
|
2017
Q1 | $4.95M | Buy |
37,114
+922
| +3% | +$123K | 0.19% | 87 |
|
|
2016
Q4 | $4.67M | Sell |
36,192
-1
| -0% | -$129 | 0.19% | 87 |
|
|
2016
Q3 | $4.42M | Buy |
36,193
+261
| +0.7% | +$31.9K | 0.18% | 93 |
|
|
2016
Q2 | $4.16M | Buy |
35,932
+7,747
| +27% | +$896K | 0.18% | 97 |
|
|
2016
Q1 | $3.14M | Buy |
28,185
+1,092
| +4% | +$122K | 0.14% | 102 |
|
|
2015
Q4 | $3M | Sell |
27,093
-346
| -1% | -$38.3K | 0.14% | 108 |
|
|
2015
Q3 | $2.96M | Sell |
27,439
-12,340
| -31% | -$1.33M | 0.14% | 108 |
|
|
2015
Q2 | $4.83M | Sell |
39,779
-1,807
| -4% | -$220K | 0.22% | 94 |
|
|
2015
Q1 | $5.1M | Sell |
41,586
-41,299
| -50% | -$5.06M | 0.23% | 94 |
|
|
2014
Q4 | $9.67M | Sell |
82,885
-24,702
| -23% | -$2.88M | 0.48% | 58 |
|
|
2014
Q3 | $11.9M | Sell |
107,587
-12,835
| -11% | -$1.42M | 0.6% | 52 |
|
|
2014
Q2 | $14.1M | Sell |
120,422
-34,890
| -22% | -$4.09M | 0.73% | 49 |
|
|
2014
Q1 | $17.5M | Buy |
155,312
+38,830
| +33% | +$4.39M | 0.98% | 38 |
|
|
2013
Q4 | $12.8M | Buy |
116,482
+86,299
| +286% | +$9.49M | 0.7% | 50 |
|
|
2013
Q3 | $3.09M | Buy |
30,183
+7,465
| +33% | +$765K | 0.18% | 130 |
|
|
2013
Q2 | $2.13M | Buy |
+22,718
| New | +$2.13M | 0.12% | 154 |
|