EWM
Evercore Wealth Management’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-2,889
| Closed | -$249K | – | 431 |
|
2022
Q1 | $249K | Sell |
2,889
-1,079
| -27% | -$93K | ﹤0.01% | 385 |
|
2021
Q4 | $368K | Sell |
3,968
-179
| -4% | -$16.6K | 0.01% | 326 |
|
2021
Q3 | $392K | Sell |
4,147
-114
| -3% | -$10.8K | 0.01% | 318 |
|
2021
Q2 | $405K | Sell |
4,261
-35
| -0.8% | -$3.33K | 0.01% | 321 |
|
2021
Q1 | $400K | Buy |
4,296
+484
| +13% | +$45.1K | 0.01% | 325 |
|
2020
Q4 | $370K | Buy |
3,812
+74
| +2% | +$7.18K | 0.01% | 329 |
|
2020
Q3 | $358K | Buy |
3,738
+1,160
| +45% | +$111K | 0.01% | 298 |
|
2020
Q2 | $245K | Hold |
2,578
| – | – | 0.01% | 332 |
|
2020
Q1 | $225K | Buy |
+2,578
| New | +$225K | 0.01% | 329 |
|
2019
Q3 | – | Sell |
-4,844
| Closed | -$435K | – | 421 |
|
2019
Q2 | $435K | Buy |
4,844
+826
| +21% | +$74.2K | 0.01% | 290 |
|
2019
Q1 | $349K | Buy |
4,018
+592
| +17% | +$51.4K | 0.01% | 312 |
|
2018
Q4 | $284K | Sell |
3,426
-1,000
| -23% | -$82.9K | 0.01% | 317 |
|
2018
Q3 | $370K | Hold |
4,426
| – | – | 0.01% | 313 |
|
2018
Q2 | $370K | Hold |
4,426
| – | – | 0.01% | 300 |
|
2018
Q1 | $376K | Sell |
4,426
-50
| -1% | -$4.25K | 0.01% | 276 |
|
2017
Q4 | $391K | Hold |
4,476
| – | – | 0.01% | 281 |
|
2017
Q3 | $394K | Buy |
4,476
+3,476
| +348% | +$306K | 0.02% | 277 |
|
2017
Q2 | $88K | Hold |
1,000
| – | – | ﹤0.01% | 494 |
|
2017
Q1 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 510 |
|
2016
Q4 | $86K | Hold |
1,000
| – | – | ﹤0.01% | 524 |
|
2016
Q3 | $90K | Hold |
1,000
| – | – | ﹤0.01% | 499 |
|
2016
Q2 | $89K | Hold |
1,000
| – | – | ﹤0.01% | 482 |
|
2016
Q1 | $87K | Hold |
1,000
| – | – | ﹤0.01% | 474 |
|
2015
Q4 | $84K | Hold |
1,000
| – | – | ﹤0.01% | 502 |
|
2015
Q3 | $85K | Hold |
1,000
| – | – | ﹤0.01% | 508 |
|
2015
Q2 | $85K | Hold |
1,000
| – | – | ﹤0.01% | 548 |
|
2015
Q1 | $88K | Buy |
+1,000
| New | +$88K | ﹤0.01% | 547 |
|