EWM
Evercore Wealth Management’s Vanguard Financials ETF VFH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,237
| Closed | -$209K | – | 432 |
|
|
2022
Q1 | $209K | Hold |
2,237
| – | – | ﹤0.01% | 413 |
|
|
2021
Q4 | $216K | Hold |
2,237
| – | – | ﹤0.01% | 402 |
|
|
2021
Q3 | $207K | Hold |
2,237
| – | – | ﹤0.01% | 406 |
|
|
2021
Q2 | $202K | Buy |
+2,237
| New | +$202K | ﹤0.01% | 419 |
|
|
2018
Q1 | – | Sell |
-360
| Closed | -$25K | – | 773 |
|
|
2017
Q4 | $25K | Hold |
360
| – | – | ﹤0.01% | 692 |
|
|
2017
Q3 | $24K | Hold |
360
| – | – | ﹤0.01% | 682 |
|
|
2017
Q2 | $23K | Hold |
360
| – | – | ﹤0.01% | 695 |
|
|
2017
Q1 | $22K | Hold |
360
| – | – | ﹤0.01% | 743 |
|
|
2016
Q4 | $21K | Hold |
360
| – | – | ﹤0.01% | 747 |
|
|
2016
Q3 | $18K | Hold |
360
| – | – | ﹤0.01% | 790 |
|
|
2016
Q2 | $17K | Hold |
360
| – | – | ﹤0.01% | 781 |
|
|
2016
Q1 | $17K | Hold |
360
| – | – | ﹤0.01% | 747 |
|
|
2015
Q4 | $17K | Hold |
360
| – | – | ﹤0.01% | 794 |
|
|
2015
Q3 | $17K | Hold |
360
| – | – | ﹤0.01% | 774 |
|
|
2015
Q2 | $18K | Hold |
360
| – | – | ﹤0.01% | 815 |
|
|
2015
Q1 | $18K | Buy |
+360
| New | +$18K | ﹤0.01% | 803 |
|
|
2014
Q4 | – | Sell |
-360
| Closed | -$17K | – | 984 |
|
|
2014
Q3 | $17K | Hold |
360
| – | – | ﹤0.01% | 761 |
|
|
2014
Q2 | $17K | Sell |
360
-100
| -22% | -$4.72K | ﹤0.01% | 765 |
|
|
2014
Q1 | $21K | Sell |
460
-1,125
| -71% | -$51.4K | ﹤0.01% | 736 |
|
|
2013
Q4 | $70K | Hold |
1,585
| – | – | ﹤0.01% | 514 |
|
|
2013
Q3 | $65K | Buy |
1,585
+285
| +22% | +$11.7K | ﹤0.01% | 538 |
|
|
2013
Q2 | $52K | Buy |
+1,300
| New | +$52K | ﹤0.01% | 564 |
|