EWM
Evercore Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.54M | Hold |
12,387
| – | – | 0.04% | 139 |
|
|
2025
Q1 | $2.4M | Hold |
12,387
| – | – | 0.04% | 143 |
|
|
2024
Q4 | $2.43M | Buy |
12,387
+2,144
| +21% | +$420K | 0.04% | 145 |
|
|
2024
Q3 | $2.03M | Hold |
10,243
| – | – | 0.03% | 157 |
|
|
2024
Q2 | $1.87M | Sell |
10,243
-388
| -4% | -$70.8K | 0.03% | 167 |
|
|
2024
Q1 | $1.94M | Hold |
10,631
| – | – | 0.03% | 166 |
|
|
2023
Q4 | $1.81M | Sell |
10,631
-230
| -2% | -$39.2K | 0.03% | 171 |
|
|
2023
Q3 | $1.69M | Buy |
10,861
+62
| +0.6% | +$9.63K | 0.03% | 170 |
|
|
2023
Q2 | $1.75M | Hold |
10,799
| – | – | 0.03% | 169 |
|
|
2023
Q1 | $1.66M | Sell |
10,799
-4
| -0% | -$616 | 0.03% | 166 |
|
|
2022
Q4 | $1.64M | Buy |
10,803
+595
| +6% | +$90.4K | 0.03% | 166 |
|
|
2022
Q3 | $1.38M | Hold |
10,208
| – | – | 0.03% | 169 |
|
|
2022
Q2 | $1.47M | Sell |
10,208
-31,274
| -75% | -$4.49M | 0.03% | 170 |
|
|
2022
Q1 | $6.73M | Sell |
41,482
-25
| -0.1% | -$4.05K | 0.12% | 83 |
|
|
2021
Q4 | $7.13M | Sell |
41,507
-225
| -0.5% | -$38.6K | 0.12% | 84 |
|
|
2021
Q3 | $6.41M | Sell |
41,732
-3,884
| -9% | -$597K | 0.12% | 87 |
|
|
2021
Q2 | $7.06M | Sell |
45,616
-3,773
| -8% | -$584K | 0.13% | 86 |
|
|
2021
Q1 | $7.26M | Buy |
49,389
+2,459
| +5% | +$362K | 0.14% | 80 |
|
|
2020
Q4 | $6.63M | Buy |
46,930
+13,323
| +40% | +$1.88M | 0.14% | 79 |
|
|
2020
Q3 | $4.32M | Buy |
33,607
+2,264
| +7% | +$291K | 0.11% | 97 |
|
|
2020
Q2 | $3.67M | Sell |
31,343
-12,590
| -29% | -$1.48M | 0.1% | 95 |
|
|
2020
Q1 | $4.54M | Buy |
43,933
+2,535
| +6% | +$262K | 0.15% | 82 |
|
|
2019
Q4 | $5.16M | Buy |
41,398
+2,930
| +8% | +$365K | 0.14% | 90 |
|
|
2019
Q3 | $4.6M | Buy |
38,468
+8,191
| +27% | +$979K | 0.13% | 96 |
|
|
2019
Q2 | $3.49M | Buy |
30,277
+10,948
| +57% | +$1.26M | 0.11% | 109 |
|
|
2019
Q1 | $2.12M | Buy |
19,329
+11,179
| +137% | +$1.23M | 0.07% | 141 |
|
|
2018
Q4 | $798K | Hold |
8,150
| – | – | 0.03% | 205 |
|
|
2018
Q3 | $902K | Sell |
8,150
-1,360
| -14% | -$151K | 0.03% | 212 |
|
|
2018
Q2 | $966K | Buy |
9,510
+2,356
| +33% | +$239K | 0.03% | 204 |
|
|
2018
Q1 | $723K | Sell |
7,154
-60
| -0.8% | -$6.06K | 0.03% | 208 |
|
|
2017
Q4 | $736K | Buy |
7,214
+8
| +0.1% | +$816 | 0.03% | 218 |
|
|
2017
Q3 | $683K | Hold |
7,206
| – | – | 0.03% | 218 |
|
|
2017
Q2 | $668K | Hold |
7,206
| – | – | 0.03% | 220 |
|
|
2017
Q1 | $648K | Buy |
7,206
+202
| +3% | +$18.2K | 0.03% | 229 |
|
|
2016
Q4 | $597K | Buy |
7,004
+1,725
| +33% | +$147K | 0.02% | 239 |
|
|
2016
Q3 | $443K | Sell |
5,279
-100
| -2% | -$8.39K | 0.02% | 259 |
|
|
2016
Q2 | $448K | Buy |
5,379
+1,716
| +47% | +$143K | 0.02% | 251 |
|
|
2016
Q1 | $298K | Buy |
3,663
+28
| +0.8% | +$2.28K | 0.01% | 302 |
|
|
2015
Q4 | $283K | Sell |
3,635
-646
| -15% | -$50.3K | 0.01% | 320 |
|
|
2015
Q3 | $316K | Hold |
4,281
| – | – | 0.02% | 324 |
|
|
2015
Q2 | $336K | Hold |
4,281
| – | – | 0.02% | 332 |
|
|
2015
Q1 | $344K | Buy |
+4,281
| New | +$344K | 0.02% | 328 |
|
|
2014
Q4 | – | Sell |
-1,585
| Closed | -$122K | – | 988 |
|
|
2014
Q3 | $122K | Hold |
1,585
| – | – | 0.01% | 481 |
|
|
2014
Q2 | $124K | Hold |
1,585
| – | – | 0.01% | 476 |
|
|
2014
Q1 | $120K | Buy |
1,585
+200
| +14% | +$15.1K | 0.01% | 453 |
|
|
2013
Q4 | $105K | Buy |
1,385
+100
| +8% | +$7.58K | 0.01% | 450 |
|
|
2013
Q3 | $89K | Hold |
1,285
| – | – | 0.01% | 503 |
|
|
2013
Q2 | $86K | Buy |
+1,285
| New | +$86K | ﹤0.01% | 508 |
|