EWM
Evercore Wealth Management’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.99M | Buy |
104,017
+19,597
| +23% | +$1.32M | 0.11% | 87 |
|
|
2025
Q1 | $5.12M | Sell |
84,420
-1,253
| -1% | -$76K | 0.08% | 94 |
|
|
2024
Q4 | $4.92M | Sell |
85,673
-1,144
| -1% | -$65.7K | 0.07% | 100 |
|
|
2024
Q3 | $5.47M | Sell |
86,817
-5,229
| -6% | -$329K | 0.08% | 91 |
|
|
2024
Q2 | $5.4M | Sell |
92,046
-10,215
| -10% | -$599K | 0.09% | 93 |
|
|
2024
Q1 | $6M | Sell |
102,261
-828
| -0.8% | -$48.6K | 0.09% | 90 |
|
|
2023
Q4 | $5.79M | Sell |
103,089
-3,297
| -3% | -$185K | 0.1% | 92 |
|
|
2023
Q3 | $5.52M | Hold |
106,386
| – | – | 0.1% | 85 |
|
|
2023
Q2 | $5.79M | Buy |
106,386
+4,984
| +5% | +$271K | 0.11% | 85 |
|
|
2023
Q1 | $5.42M | Sell |
101,402
-644
| -0.6% | -$34.4K | 0.11% | 87 |
|
|
2022
Q4 | $5.12M | Buy |
102,046
+45,025
| +79% | +$2.26M | 0.11% | 88 |
|
|
2022
Q3 | $2.53M | Sell |
57,021
-7,457
| -12% | -$331K | 0.06% | 129 |
|
|
2022
Q2 | $3.22M | Sell |
64,478
-3,076
| -5% | -$154K | 0.07% | 119 |
|
|
2022
Q1 | $3.89M | Sell |
67,554
-5,994
| -8% | -$345K | 0.07% | 116 |
|
|
2021
Q4 | $4.51M | Sell |
73,548
-6,550
| -8% | -$401K | 0.07% | 114 |
|
|
2021
Q3 | $4.88M | Sell |
80,098
-4,527
| -5% | -$276K | 0.09% | 106 |
|
|
2021
Q2 | $5.37M | Hold |
84,625
| – | – | 0.1% | 105 |
|
|
2021
Q1 | $5.14M | Sell |
84,625
-9,401
| -10% | -$570K | 0.1% | 106 |
|
|
2020
Q4 | $5.49M | Buy |
94,026
+9,534
| +11% | +$556K | 0.12% | 96 |
|
|
2020
Q3 | $4.26M | Sell |
84,492
-6,762
| -7% | -$341K | 0.1% | 99 |
|
|
2020
Q2 | $4.35M | Buy |
91,254
+17,414
| +24% | +$829K | 0.12% | 92 |
|
|
2020
Q1 | $3.03M | Sell |
73,840
-36,093
| -33% | -$1.48M | 0.1% | 99 |
|
|
2019
Q4 | $5.91M | Buy |
109,933
+3,118
| +3% | +$168K | 0.16% | 82 |
|
|
2019
Q3 | $5.33M | Sell |
106,815
-1,775
| -2% | -$88.6K | 0.16% | 85 |
|
|
2019
Q2 | $5.54M | Sell |
108,590
-620
| -0.6% | -$31.6K | 0.17% | 81 |
|
|
2019
Q1 | $5.48M | Buy |
109,210
+1,825
| +2% | +$91.5K | 0.18% | 84 |
|
|
2018
Q4 | $4.9M | Buy |
107,385
+24,787
| +30% | +$1.13M | 0.18% | 84 |
|
|
2018
Q3 | $4.3M | Sell |
82,598
-750
| -0.9% | -$39K | 0.14% | 94 |
|
|
2018
Q2 | $4.32M | Buy |
83,348
+33,518
| +67% | +$1.74M | 0.15% | 94 |
|
|
2018
Q1 | $2.71M | Sell |
49,830
-500
| -1% | -$27.2K | 0.1% | 112 |
|
|
2017
Q4 | $2.75M | Sell |
50,330
-2,114
| -4% | -$116K | 0.1% | 113 |
|
|
2017
Q3 | $2.77M | Buy |
52,444
+1,615
| +3% | +$85.1K | 0.11% | 110 |
|
|
2017
Q2 | $2.54M | Buy |
50,829
+4,481
| +10% | +$224K | 0.1% | 119 |
|
|
2017
Q1 | $2.22M | Sell |
46,348
-40,945
| -47% | -$1.96M | 0.09% | 125 |
|
|
2016
Q4 | $3.86M | Buy |
87,293
+59,099
| +210% | +$2.61M | 0.16% | 98 |
|
|
2016
Q3 | $1.28M | Buy |
28,194
+1,099
| +4% | +$49.9K | 0.05% | 162 |
|
|
2016
Q2 | $1.16M | Sell |
27,095
-2,980
| -10% | -$128K | 0.05% | 163 |
|
|
2016
Q1 | $1.3M | Sell |
30,075
-19,783
| -40% | -$854K | 0.06% | 155 |
|
|
2015
Q4 | $2.17M | Buy |
49,858
+9,287
| +23% | +$403K | 0.1% | 126 |
|
|
2015
Q3 | $1.73M | Buy |
40,571
+225
| +0.6% | +$9.59K | 0.08% | 135 |
|
|
2015
Q2 | $1.96M | Hold |
40,346
| – | – | 0.09% | 138 |
|
|
2015
Q1 | $1.97M | Buy |
+40,346
| New | +$1.97M | 0.09% | 140 |
|
|
2014
Q4 | – | Sell |
-42,721
| Closed | -$2.1M | – | 983 |
|
|
2014
Q3 | $2.1M | Sell |
42,721
-780
| -2% | -$38.4K | 0.11% | 135 |
|
|
2014
Q2 | $2.28M | Sell |
43,501
-914
| -2% | -$47.8K | 0.12% | 132 |
|
|
2014
Q1 | $2.23M | Buy |
44,415
+150
| +0.3% | +$7.54K | 0.13% | 129 |
|
|
2013
Q4 | $2.25M | Buy |
44,265
+1,000
| +2% | +$50.7K | 0.12% | 133 |
|
|
2013
Q3 | $2.1M | Hold |
43,265
| – | – | 0.12% | 160 |
|
|
2013
Q2 | $1.92M | Buy |
+43,265
| New | +$1.92M | 0.11% | 163 |
|