Evercore Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
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|
2025
Q1 | $3.71M | Sell |
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|
2024
Q4 | $3.89M | Sell |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $4.02M | Buy |
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|
2024
Q1 | $3.91M | Sell |
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|
2023
Q4 | $3.75M | Buy |
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|
2023
Q3 | $2.53M | Sell |
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|
2023
Q2 | $3.33M | Hold |
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|
2023
Q1 | $3.19M | Sell |
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|
2022
Q4 | $3.39M | Buy |
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|
2022
Q3 | $3.07M | Sell |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $3.88M | Hold |
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|
2021
Q4 | $4.16M | Hold |
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|
2021
Q3 | $3.86M | Hold |
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|
2021
Q2 | $3.87M | Sell |
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|
2021
Q1 | $4.24M | Hold |
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|
2020
Q4 | $3.96M | Sell |
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|
2020
Q3 | $3.5M | Sell |
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|
2020
Q2 | $3.33M | Buy |
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|
2020
Q1 | $2.56M | Sell |
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|
2019
Q4 | $3.47M | Sell |
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|
2019
Q3 | $3.27M | Sell |
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|
2019
Q2 | $3.29M | Buy |
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|
2019
Q1 | $3.16M | Sell |
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|
2018
Q4 | $2.73M | Sell |
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|
2018
Q3 | $3.32M | Sell |
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|
2018
Q2 | $3.2M | Sell |
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|
2018
Q1 | $3.14M | Sell |
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|
2017
Q4 | $3.16M | Sell |
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|
2017
Q3 | $3.37M | Hold |
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|
2017
Q2 | $3.27M | Sell |
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|
2017
Q1 | $3.19M | Sell |
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|
2016
Q4 | $3.09M | Sell |
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|
2016
Q3 | $3.05M | Sell |
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|
2016
Q2 | $2.92M | Buy |
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|
2016
Q1 | $535K | Sell |
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|
2015
Q4 | $641K | Sell |
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|
2015
Q3 | $632K | Hold |
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|
2015
Q2 | $689K | Buy |
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|
2015
Q1 | $632K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $798K | Buy |
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|
2014
Q2 | $454K | Buy |
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|
2014
Q1 | $321K | Sell |
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|
2013
Q4 | $316K | Hold |
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|
2013
Q3 | $295K | Buy |
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|
2013
Q2 | $250K | Buy |
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