EWM

Evercore Wealth Management’s Vanguard Health Care ETF VHT Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-788	Closed	-$209K	–	421
2025 Q1	$209K	Buy	+788	New	+$209K	﹤0.01%	386
2024 Q4	–	Sell	-788	Closed	-$222K	–	437
2024 Q3	$222K	Sell	788 -100	-11%	-$28.2K	﹤0.01%	386
2024 Q2	$236K	Hold	888	–	–	﹤0.01%	369
2024 Q1	$240K	Sell	888 -9	-1%	-$2.44K	﹤0.01%	377
2023 Q4	$225K	Buy	897 +9	+1%	+$2.26K	﹤0.01%	396
2023 Q3	$209K	Hold	888	–	–	﹤0.01%	378
2023 Q2	$217K	Hold	888	–	–	﹤0.01%	385
2023 Q1	$212K	Hold	888	–	–	﹤0.01%	378
2022 Q4	$220K	Buy	+888	New	+$220K	﹤0.01%	372
2022 Q3	–	Sell	-888	Closed	-$209K	–	395
2022 Q2	$209K	Buy	888 +100	+13%	+$23.5K	﹤0.01%	375
2022 Q1	$200K	Hold	788	–	–	﹤0.01%	420
2021 Q4	$210K	Buy	+788	New	+$210K	﹤0.01%	404
2021 Q3	–	Sell	-1,688	Closed	-$417K	–	433
2021 Q2	$417K	Hold	1,688	–	–	0.01%	311
2021 Q1	$386K	Hold	1,688	–	–	0.01%	330
2020 Q4	$378K	Buy	+1,688	New	+$378K	0.01%	324
2019 Q2	–	Sell	-1,300	Closed	-$224K	–	425
2019 Q1	$224K	Hold	1,300	–	–	0.01%	378
2018 Q4	$209K	Buy	+1,300	New	+$209K	0.01%	355
2018 Q1	–	Sell	-700	Closed	-$108K	–	776
2017 Q4	$108K	Hold	700	–	–	﹤0.01%	448
2017 Q3	$107K	Hold	700	–	–	﹤0.01%	452
2017 Q2	$103K	Hold	700	–	–	﹤0.01%	465
2017 Q1	$96K	Hold	700	–	–	﹤0.01%	490
2016 Q4	$89K	Hold	700	–	–	﹤0.01%	517
2016 Q3	$93K	Hold	700	–	–	﹤0.01%	494
2016 Q2	$91K	Hold	700	–	–	﹤0.01%	479
2016 Q1	$86K	Hold	700	–	–	﹤0.01%	479
2015 Q4	$93K	Hold	700	–	–	﹤0.01%	486
2015 Q3	$86K	Hold	700	–	–	﹤0.01%	504
2015 Q2	$98K	Hold	700	–	–	﹤0.01%	519
2015 Q1	$95K	Buy	+700	New	+$95K	﹤0.01%	535