EWM
Evercore Wealth Management’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q2 | – | Sell |
-5,000
| Closed | -$258K | – | 411 |
|
|
2018
Q1 | $258K | Hold |
5,000
| – | – | 0.01% | 314 |
|
|
2017
Q4 | $262K | Hold |
5,000
| – | – | 0.01% | 323 |
|
|
2017
Q3 | $264K | Hold |
5,000
| – | – | 0.01% | 333 |
|
|
2017
Q2 | $263K | Hold |
5,000
| – | – | 0.01% | 331 |
|
|
2017
Q1 | $263K | Hold |
5,000
| – | – | 0.01% | 331 |
|
|
2016
Q4 | $261K | Hold |
5,000
| – | – | 0.01% | 324 |
|
|
2016
Q3 | $270K | Hold |
5,000
| – | – | 0.01% | 323 |
|
|
2016
Q2 | $269K | Buy |
+5,000
| New | +$269K | 0.01% | 317 |
|
|
2016
Q1 | – | Sell |
-166
| Closed | -$9K | – | 1019 |
|
|
2015
Q4 | $9K | Buy |
+166
| New | +$9K | ﹤0.01% | 868 |
|