Evercore Wealth Management’s Vanguard Information Technology ETF VGT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.11M | Hold |
|
|||||
|
2025
Q1 | $1.72M | Hold |
|
|||||
|
2024
Q4 | $1.97M | Sell |
|
|||||
|
2024
Q3 | $1.88M | Sell |
|
|||||
|
2024
Q2 | $1.88M | Hold |
|
|||||
|
2024
Q1 | $1.71M | Hold |
|
|||||
|
2023
Q4 | $1.57M | Hold |
|
|||||
|
2023
Q3 | $1.35M | Sell |
|
|||||
|
2023
Q2 | $1.44M | Hold |
|
|||||
|
2023
Q1 | $1.25M | Hold |
|
|||||
|
2022
Q4 | $1.04M | Sell |
|
|||||
|
2022
Q3 | $1.23M | Sell |
|
|||||
|
2022
Q2 | $1.45M | Sell |
|
|||||
|
2022
Q1 | $1.9M | Sell |
|
|||||
|
2021
Q4 | $2.18M | Hold |
|
|||||
|
2021
Q3 | $1.91M | Sell |
|
|||||
|
2021
Q2 | $2.16M | Sell |
|
|||||
|
2021
Q1 | $1.99M | Sell |
|
|||||
|
2020
Q4 | $2.08M | Buy |
|
|||||
|
2020
Q3 | $932K | Buy |
|
|||||
|
2020
Q2 | $673K | Hold |
|
|||||
|
2020
Q1 | $512K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $257K | Buy |
|
|||||
|
2018
Q4 | $204K | Buy |
|
|||||
|
2018
Q1 | – | Sell |
|
|||||
|
2017
Q4 | $25K | Hold |
|
|||||
|
2017
Q3 | $23K | Hold |
|
|||||
|
2017
Q2 | $21K | Hold |
|
|||||
|
2017
Q1 | $21K | Hold |
|
|||||
|
2016
Q4 | $18K | Hold |
|
|||||
|
2016
Q3 | $18K | Hold |
|
|||||
|
2016
Q2 | $16K | Hold |
|
|||||
|
2016
Q1 | $17K | Hold |
|
|||||
|
2015
Q4 | $16K | Hold |
|
|||||
|
2015
Q3 | $15K | Hold |
|
|||||
|
2015
Q2 | $16K | Hold |
|
|||||
|
2015
Q1 | $16K | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $15K | Hold |
|
|||||
|
2014
Q2 | $15K | Hold |
|
|||||
|
2014
Q1 | $14K | Buy |
|
|||||
|
2013
Q4 | – | Sell |
|
|||||
|
2013
Q3 | $4K | Buy |
|