EWM
Evercore Wealth Management’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.8M | Buy |
206,527
+2,550
| +1% | +$145K | 0.18% | 64 |
|
|
2025
Q1 | $10.4M | Sell |
203,977
-6,509
| -3% | -$331K | 0.17% | 66 |
|
|
2024
Q4 | $10.1M | Buy |
210,486
+4,031
| +2% | +$193K | 0.15% | 71 |
|
|
2024
Q3 | $10.9M | Sell |
206,455
-3,350
| -2% | -$177K | 0.16% | 66 |
|
|
2024
Q2 | $10.4M | Buy |
209,805
+9,744
| +5% | +$482K | 0.16% | 68 |
|
|
2024
Q1 | $10M | Sell |
200,061
-1,999
| -1% | -$100K | 0.16% | 68 |
|
|
2023
Q4 | $9.68M | Buy |
202,060
+31,178
| +18% | +$1.49M | 0.16% | 68 |
|
|
2023
Q3 | $7.47M | Buy |
170,882
+1,349
| +0.8% | +$59K | 0.14% | 74 |
|
|
2023
Q2 | $7.83M | Buy |
169,533
+3,471
| +2% | +$160K | 0.14% | 74 |
|
|
2023
Q1 | $7.5M | Buy |
166,062
+7,053
| +4% | +$319K | 0.15% | 71 |
|
|
2022
Q4 | $6.67M | Sell |
159,009
-26,365
| -14% | -$1.11M | 0.14% | 78 |
|
|
2022
Q3 | $6.74M | Buy |
185,374
+27,145
| +17% | +$987K | 0.15% | 75 |
|
|
2022
Q2 | $6.46M | Buy |
158,229
+4,676
| +3% | +$191K | 0.14% | 77 |
|
|
2022
Q1 | $7.38M | Sell |
153,553
-18,600
| -11% | -$893K | 0.13% | 78 |
|
|
2021
Q4 | $8.79M | Buy |
172,153
+10,500
| +6% | +$536K | 0.14% | 76 |
|
|
2021
Q3 | $8.16M | Sell |
161,653
-1,000
| -0.6% | -$50.5K | 0.15% | 74 |
|
|
2021
Q2 | $8.38M | Buy |
162,653
+3
| +0% | +$155 | 0.15% | 77 |
|
|
2021
Q1 | $7.99M | Buy |
162,650
+22,060
| +16% | +$1.08M | 0.16% | 74 |
|
|
2020
Q4 | $6.64M | Sell |
140,590
-9,968
| -7% | -$471K | 0.14% | 78 |
|
|
2020
Q3 | $6.16M | Sell |
150,558
-140,734
| -48% | -$5.76M | 0.15% | 77 |
|
|
2020
Q2 | $11.3M | Buy |
291,292
+208,776
| +253% | +$8.1M | 0.3% | 54 |
|
|
2020
Q1 | $2.75M | Buy |
82,516
+39,918
| +94% | +$1.33M | 0.09% | 107 |
|
|
2019
Q4 | $1.88M | Sell |
42,598
-1,456
| -3% | -$64.2K | 0.05% | 157 |
|
|
2019
Q3 | $1.81M | Buy |
44,054
+11,025
| +33% | +$453K | 0.05% | 157 |
|
|
2019
Q2 | $1.38M | Buy |
33,029
+10,842
| +49% | +$452K | 0.04% | 171 |
|
|
2019
Q1 | $907K | Buy |
22,187
+11,151
| +101% | +$456K | 0.03% | 209 |
|
|
2018
Q4 | $409K | Sell |
11,036
-46
| -0.4% | -$1.71K | 0.02% | 270 |
|
|
2018
Q3 | $480K | Buy |
11,082
+367
| +3% | +$15.9K | 0.02% | 278 |
|
|
2018
Q2 | $460K | Sell |
10,715
-2,384
| -18% | -$102K | 0.02% | 279 |
|
|
2018
Q1 | $579K | Sell |
13,099
-25
| -0.2% | -$1.11K | 0.02% | 227 |
|
|
2017
Q4 | $589K | Buy |
13,124
+25
| +0.2% | +$1.12K | 0.02% | 239 |
|
|
2017
Q3 | $569K | Buy |
13,099
+3,700
| +39% | +$161K | 0.02% | 238 |
|
|
2017
Q2 | $388K | Hold |
9,399
| – | – | 0.02% | 283 |
|
|
2017
Q1 | $370K | Hold |
9,399
| – | – | 0.01% | 294 |
|
|
2016
Q4 | $343K | Hold |
9,399
| – | – | 0.01% | 293 |
|
|
2016
Q3 | $351K | Buy |
9,399
+1,680
| +22% | +$62.7K | 0.01% | 291 |
|
|
2016
Q2 | $273K | Sell |
7,719
-1,250
| -14% | -$44.2K | 0.01% | 312 |
|
|
2016
Q1 | $322K | Buy |
8,969
+2,250
| +33% | +$80.8K | 0.01% | 296 |
|
|
2015
Q4 | $247K | Sell |
6,719
-678
| -9% | -$24.9K | 0.01% | 338 |
|
|
2015
Q3 | $263K | Hold |
7,397
| – | – | 0.01% | 347 |
|
|
2015
Q2 | $294K | Hold |
7,397
| – | – | 0.01% | 360 |
|
|
2015
Q1 | $295K | Buy |
+7,397
| New | +$295K | 0.01% | 356 |
|
|
2014
Q4 | – | Sell |
-15,235
| Closed | -$605K | – | 982 |
|
|
2014
Q3 | $605K | Hold |
15,235
| – | – | 0.03% | 238 |
|
|
2014
Q2 | $649K | Hold |
15,235
| – | – | 0.03% | 236 |
|
|
2014
Q1 | $629K | Hold |
15,235
| – | – | 0.04% | 235 |
|
|
2013
Q4 | $636K | Buy |
15,235
+1,275
| +9% | +$53.2K | 0.04% | 234 |
|
|
2013
Q3 | $551K | Buy |
13,960
+2,978
| +27% | +$118K | 0.03% | 265 |
|
|
2013
Q2 | $390K | Buy |
+10,982
| New | +$390K | 0.02% | 312 |
|