EWM
Evercore Wealth Management’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-2,446
| Closed | -$202K | – | 432 |
|
|
2021
Q2 | $202K | Buy |
+2,446
| New | +$202K | ﹤0.01% | 418 |
|
|
2021
Q1 | – | Sell |
-2,443
| Closed | -$203K | – | 442 |
|
|
2020
Q4 | $203K | Buy |
+2,443
| New | +$203K | ﹤0.01% | 413 |
|
|
2018
Q4 | – | Sell |
-5,500
| Closed | -$430K | – | 415 |
|
|
2018
Q3 | $430K | Hold |
5,500
| – | – | 0.01% | 296 |
|
|
2018
Q2 | $430K | Hold |
5,500
| – | – | 0.01% | 281 |
|
|
2018
Q1 | $431K | Hold |
5,500
| – | – | 0.02% | 262 |
|
|
2017
Q4 | $436K | Hold |
5,500
| – | – | 0.02% | 268 |
|
|
2017
Q3 | $441K | Sell |
5,500
-56
| -1% | -$4.49K | 0.02% | 270 |
|
|
2017
Q2 | $445K | Hold |
5,556
| – | – | 0.02% | 268 |
|
|
2017
Q1 | $443K | Buy |
5,556
+56
| +1% | +$4.47K | 0.02% | 275 |
|
|
2016
Q4 | $437K | Hold |
5,500
| – | – | 0.02% | 262 |
|
|
2016
Q3 | $443K | Hold |
5,500
| – | – | 0.02% | 258 |
|
|
2016
Q2 | $445K | Sell |
5,500
-8,248
| -60% | -$667K | 0.02% | 253 |
|
|
2016
Q1 | $1.1M | Buy |
13,748
+5,070
| +58% | +$406K | 0.05% | 168 |
|
|
2015
Q4 | $685K | Buy |
8,678
+3,178
| +58% | +$251K | 0.03% | 218 |
|
|
2015
Q3 | $438K | Hold |
5,500
| – | – | 0.02% | 270 |
|
|
2015
Q2 | $438K | Hold |
5,500
| – | – | 0.02% | 292 |
|
|
2015
Q1 | $441K | Buy |
+5,500
| New | +$441K | 0.02% | 294 |
|