EWM
Evercore Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.94M | Buy |
37,939
+18,057
| +91% | +$1.4M | 0.05% | 128 |
|
|
2025
Q1 | $1.4M | Buy |
19,882
+12,887
| +184% | +$905K | 0.02% | 189 |
|
|
2024
Q4 | $444K | Sell |
6,995
-186
| -3% | -$11.8K | 0.01% | 292 |
|
|
2024
Q3 | $511K | Sell |
7,181
-3,408
| -32% | -$242K | 0.01% | 277 |
|
|
2024
Q2 | $707K | Hold |
10,589
| – | – | 0.01% | 242 |
|
|
2024
Q1 | $713K | Hold |
10,589
| – | – | 0.01% | 247 |
|
|
2023
Q4 | $683K | Hold |
10,589
| – | – | 0.01% | 254 |
|
|
2023
Q3 | $613K | Buy |
10,589
+260
| +3% | +$15.1K | 0.01% | 249 |
|
|
2023
Q2 | $637K | Buy |
10,329
+386
| +4% | +$23.8K | 0.01% | 247 |
|
|
2023
Q1 | $606K | Buy |
9,943
+1,932
| +24% | +$118K | 0.01% | 258 |
|
|
2022
Q4 | $444K | Sell |
8,011
-3,617
| -31% | -$201K | 0.01% | 281 |
|
|
2022
Q3 | $537K | Buy |
11,628
+653
| +6% | +$30.2K | 0.01% | 251 |
|
|
2022
Q2 | $580K | Buy |
10,975
+125
| +1% | +$6.61K | 0.01% | 252 |
|
|
2022
Q1 | $676K | Buy |
10,850
+3,125
| +40% | +$195K | 0.01% | 257 |
|
|
2021
Q4 | $527K | Hold |
7,725
| – | – | 0.01% | 276 |
|
|
2021
Q3 | $507K | Hold |
7,725
| – | – | 0.01% | 283 |
|
|
2021
Q2 | $520K | Buy |
7,725
+543
| +8% | +$36.6K | 0.01% | 285 |
|
|
2021
Q1 | $453K | Buy |
7,182
+3,357
| +88% | +$212K | 0.01% | 310 |
|
|
2020
Q4 | $231K | Hold |
3,825
| – | – | 0.01% | 393 |
|
|
2020
Q3 | $201K | Sell |
3,825
-1,187
| -24% | -$62.4K | ﹤0.01% | 370 |
|
|
2020
Q2 | $253K | Sell |
5,012
-1,665
| -25% | -$84K | 0.01% | 327 |
|
|
2020
Q1 | $289K | Buy |
+6,677
| New | +$289K | 0.01% | 303 |
|
|
2019
Q2 | – | Sell |
-4,721
| Closed | -$253K | – | 423 |
|
|
2019
Q1 | $253K | Sell |
4,721
-3,838
| -45% | -$206K | 0.01% | 357 |
|
|
2018
Q4 | $416K | Sell |
8,559
-3,189
| -27% | -$155K | 0.02% | 266 |
|
|
2018
Q3 | $660K | Sell |
11,748
-909
| -7% | -$51.1K | 0.02% | 249 |
|
|
2018
Q2 | $710K | Buy |
12,657
+203
| +2% | +$11.4K | 0.02% | 235 |
|
|
2018
Q1 | $724K | Sell |
12,454
-5,000
| -29% | -$291K | 0.03% | 207 |
|
|
2017
Q4 | $1.03M | Buy |
17,454
+236
| +1% | +$14K | 0.04% | 183 |
|
|
2017
Q3 | $1M | Buy |
17,218
+13,231
| +332% | +$772K | 0.04% | 178 |
|
|
2017
Q2 | $220K | Buy |
3,987
+3,460
| +657% | +$191K | 0.01% | 348 |
|
|
2017
Q1 | $27K | Hold |
527
| – | – | ﹤0.01% | 709 |
|
|
2016
Q4 | $25K | Hold |
527
| – | – | ﹤0.01% | 721 |
|
|
2016
Q3 | $26K | Hold |
527
| – | – | ﹤0.01% | 730 |
|
|
2016
Q2 | $25K | Sell |
527
-1,000
| -65% | -$47.4K | ﹤0.01% | 720 |
|
|
2016
Q1 | $75K | Buy |
1,527
+1,000
| +190% | +$49.1K | ﹤0.01% | 501 |
|
|
2015
Q4 | $26K | Hold |
527
| – | – | ﹤0.01% | 718 |
|
|
2015
Q3 | $26K | Sell |
527
-3,470
| -87% | -$171K | ﹤0.01% | 688 |
|
|
2015
Q2 | $215K | Buy |
3,997
+3,470
| +658% | +$187K | 0.01% | 406 |
|
|
2015
Q1 | $29K | Buy |
+527
| New | +$29K | ﹤0.01% | 724 |
|
|
2014
Q4 | – | Sell |
-527
| Closed | -$29K | – | 985 |
|
|
2014
Q3 | $29K | Sell |
527
-575
| -52% | -$31.6K | ﹤0.01% | 682 |
|
|
2014
Q2 | $66K | Hold |
1,102
| – | – | ﹤0.01% | 573 |
|
|
2014
Q1 | $65K | Buy |
1,102
+575
| +109% | +$33.9K | ﹤0.01% | 554 |
|
|
2013
Q4 | $31K | Hold |
527
| – | – | ﹤0.01% | 627 |
|
|
2013
Q3 | $29K | Buy |
+527
| New | +$29K | ﹤0.01% | 633 |
|