EWM
Evercore Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Hold |
3,175
| – | – | 0.03% | 151 |
|
|
2025
Q1 | $1.72M | Hold |
3,175
| – | – | 0.03% | 163 |
|
|
2024
Q4 | $1.97M | Sell |
3,175
-25
| -0.8% | -$15.5K | 0.03% | 155 |
|
|
2024
Q3 | $1.88M | Sell |
3,200
-53
| -2% | -$31.1K | 0.03% | 167 |
|
|
2024
Q2 | $1.88M | Hold |
3,253
| – | – | 0.03% | 166 |
|
|
2024
Q1 | $1.71M | Hold |
3,253
| – | – | 0.03% | 176 |
|
|
2023
Q4 | $1.57M | Hold |
3,253
| – | – | 0.03% | 181 |
|
|
2023
Q3 | $1.35M | Sell |
3,253
-1
| -0% | -$415 | 0.03% | 185 |
|
|
2023
Q2 | $1.44M | Hold |
3,254
| – | – | 0.03% | 182 |
|
|
2023
Q1 | $1.25M | Hold |
3,254
| – | – | 0.03% | 190 |
|
|
2022
Q4 | $1.04M | Sell |
3,254
-749
| -19% | -$239K | 0.02% | 208 |
|
|
2022
Q3 | $1.23M | Sell |
4,003
-446
| -10% | -$137K | 0.03% | 178 |
|
|
2022
Q2 | $1.45M | Sell |
4,449
-108
| -2% | -$35.3K | 0.03% | 172 |
|
|
2022
Q1 | $1.9M | Sell |
4,557
-201
| -4% | -$83.7K | 0.03% | 168 |
|
|
2021
Q4 | $2.18M | Hold |
4,758
| – | – | 0.04% | 164 |
|
|
2021
Q3 | $1.91M | Sell |
4,758
-650
| -12% | -$261K | 0.03% | 172 |
|
|
2021
Q2 | $2.16M | Sell |
5,408
-135
| -2% | -$53.8K | 0.04% | 168 |
|
|
2021
Q1 | $1.99M | Sell |
5,543
-350
| -6% | -$125K | 0.04% | 170 |
|
|
2020
Q4 | $2.09M | Buy |
5,893
+2,900
| +97% | +$1.03M | 0.04% | 152 |
|
|
2020
Q3 | $932K | Buy |
2,993
+578
| +24% | +$180K | 0.02% | 202 |
|
|
2020
Q2 | $673K | Hold |
2,415
| – | – | 0.02% | 235 |
|
|
2020
Q1 | $512K | Buy |
+2,415
| New | +$512K | 0.02% | 239 |
|
|
2019
Q2 | – | Sell |
-1,282
| Closed | -$257K | – | 424 |
|
|
2019
Q1 | $257K | Buy |
1,282
+60
| +5% | +$12K | 0.01% | 355 |
|
|
2018
Q4 | $204K | Buy |
+1,222
| New | +$204K | 0.01% | 359 |
|
|
2018
Q1 | – | Sell |
-152
| Closed | -$25K | – | 775 |
|
|
2017
Q4 | $25K | Hold |
152
| – | – | ﹤0.01% | 693 |
|
|
2017
Q3 | $23K | Hold |
152
| – | – | ﹤0.01% | 692 |
|
|
2017
Q2 | $21K | Hold |
152
| – | – | ﹤0.01% | 713 |
|
|
2017
Q1 | $21K | Hold |
152
| – | – | ﹤0.01% | 749 |
|
|
2016
Q4 | $18K | Hold |
152
| – | – | ﹤0.01% | 763 |
|
|
2016
Q3 | $18K | Hold |
152
| – | – | ﹤0.01% | 791 |
|
|
2016
Q2 | $16K | Hold |
152
| – | – | ﹤0.01% | 794 |
|
|
2016
Q1 | $17K | Hold |
152
| – | – | ﹤0.01% | 748 |
|
|
2015
Q4 | $16K | Hold |
152
| – | – | ﹤0.01% | 800 |
|
|
2015
Q3 | $15K | Hold |
152
| – | – | ﹤0.01% | 791 |
|
|
2015
Q2 | $16K | Hold |
152
| – | – | ﹤0.01% | 835 |
|
|
2015
Q1 | $16K | Buy |
+152
| New | +$16K | ﹤0.01% | 816 |
|
|
2014
Q4 | – | Sell |
-152
| Closed | -$15K | – | 987 |
|
|
2014
Q3 | $15K | Hold |
152
| – | – | ﹤0.01% | 777 |
|
|
2014
Q2 | $15K | Hold |
152
| – | – | ﹤0.01% | 783 |
|
|
2014
Q1 | $14K | Buy |
+152
| New | +$14K | ﹤0.01% | 798 |
|
|
2013
Q4 | – | Sell |
-50
| Closed | -$4K | – | 990 |
|
|
2013
Q3 | $4K | Buy |
+50
| New | +$4K | ﹤0.01% | 912 |
|