EWM
Evercore Wealth Management’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.96M | Sell |
14,147
-209
| -1% | -$58.5K | 0.06% | 116 |
|
|
2025
Q1 | $3.71M | Sell |
14,356
-375
| -3% | -$97K | 0.06% | 120 |
|
|
2024
Q4 | $3.89M | Sell |
14,731
-980
| -6% | -$259K | 0.06% | 119 |
|
|
2024
Q3 | $4.15M | Sell |
15,711
-875
| -5% | -$231K | 0.06% | 110 |
|
|
2024
Q2 | $4.02M | Buy |
16,586
+922
| +6% | +$223K | 0.06% | 110 |
|
|
2024
Q1 | $3.91M | Sell |
15,664
-435
| -3% | -$109K | 0.06% | 114 |
|
|
2023
Q4 | $3.75M | Buy |
16,099
+3,959
| +33% | +$921K | 0.06% | 113 |
|
|
2023
Q3 | $2.53M | Sell |
12,140
-3,000
| -20% | -$625K | 0.05% | 134 |
|
|
2023
Q2 | $3.33M | Hold |
15,140
| – | – | 0.06% | 116 |
|
|
2023
Q1 | $3.19M | Sell |
15,140
-1,495
| -9% | -$315K | 0.06% | 117 |
|
|
2022
Q4 | $3.39M | Buy |
16,635
+313
| +2% | +$63.8K | 0.07% | 116 |
|
|
2022
Q3 | $3.07M | Sell |
16,322
-105
| -0.6% | -$19.7K | 0.07% | 113 |
|
|
2022
Q2 | $3.24M | Buy |
16,427
+105
| +0.6% | +$20.7K | 0.07% | 117 |
|
|
2022
Q1 | $3.88M | Hold |
16,322
| – | – | 0.07% | 117 |
|
|
2021
Q4 | $4.16M | Hold |
16,322
| – | – | 0.07% | 119 |
|
|
2021
Q3 | $3.86M | Hold |
16,322
| – | – | 0.07% | 120 |
|
|
2021
Q2 | $3.87M | Sell |
16,322
-2,834
| -15% | -$673K | 0.07% | 121 |
|
|
2021
Q1 | $4.24M | Hold |
19,156
| – | – | 0.08% | 114 |
|
|
2020
Q4 | $3.96M | Sell |
19,156
-679
| -3% | -$140K | 0.09% | 107 |
|
|
2020
Q3 | $3.5M | Sell |
19,835
-507
| -2% | -$89.4K | 0.09% | 106 |
|
|
2020
Q2 | $3.33M | Buy |
20,342
+900
| +5% | +$148K | 0.09% | 101 |
|
|
2020
Q1 | $2.56M | Sell |
19,442
-14
| -0.1% | -$1.84K | 0.08% | 110 |
|
|
2019
Q4 | $3.47M | Sell |
19,456
-35
| -0.2% | -$6.24K | 0.09% | 114 |
|
|
2019
Q3 | $3.27M | Sell |
19,491
-216
| -1% | -$36.2K | 0.1% | 114 |
|
|
2019
Q2 | $3.29M | Buy |
19,707
+45
| +0.2% | +$7.52K | 0.1% | 114 |
|
|
2019
Q1 | $3.16M | Sell |
19,662
-89
| -0.5% | -$14.3K | 0.1% | 109 |
|
|
2018
Q4 | $2.73M | Sell |
19,751
-454
| -2% | -$62.7K | 0.1% | 109 |
|
|
2018
Q3 | $3.32M | Sell |
20,205
-96
| -0.5% | -$15.8K | 0.11% | 107 |
|
|
2018
Q2 | $3.2M | Sell |
20,301
-39
| -0.2% | -$6.15K | 0.11% | 110 |
|
|
2018
Q1 | $3.14M | Sell |
20,340
-60
| -0.3% | -$9.25K | 0.12% | 100 |
|
|
2017
Q4 | $3.16M | Sell |
20,400
-2,515
| -11% | -$389K | 0.12% | 100 |
|
|
2017
Q3 | $3.37M | Hold |
22,915
| – | – | 0.13% | 98 |
|
|
2017
Q2 | $3.27M | Sell |
22,915
-7
| -0% | -$998 | 0.13% | 101 |
|
|
2017
Q1 | $3.19M | Sell |
22,922
-562
| -2% | -$78.3K | 0.12% | 103 |
|
|
2016
Q4 | $3.09M | Sell |
23,484
-80
| -0.3% | -$10.5K | 0.13% | 106 |
|
|
2016
Q3 | $3.05M | Sell |
23,564
-35
| -0.1% | -$4.53K | 0.13% | 110 |
|
|
2016
Q2 | $2.92M | Buy |
23,599
+19,189
| +435% | +$2.37M | 0.13% | 108 |
|
|
2016
Q1 | $535K | Sell |
4,410
-930
| -17% | -$113K | 0.02% | 231 |
|
|
2015
Q4 | $641K | Sell |
5,340
-79
| -1% | -$9.48K | 0.03% | 224 |
|
|
2015
Q3 | $632K | Hold |
5,419
| – | – | 0.03% | 229 |
|
|
2015
Q2 | $689K | Buy |
5,419
+655
| +14% | +$83.3K | 0.03% | 235 |
|
|
2015
Q1 | $632K | Buy |
+4,764
| New | +$632K | 0.03% | 244 |
|
|
2014
Q4 | – | Sell |
-6,795
| Closed | -$798K | – | 991 |
|
|
2014
Q3 | $798K | Buy |
6,795
+2,970
| +78% | +$349K | 0.04% | 203 |
|
|
2014
Q2 | $454K | Buy |
3,825
+1,000
| +35% | +$119K | 0.02% | 282 |
|
|
2014
Q1 | $321K | Sell |
2,825
-50
| -2% | -$5.68K | 0.02% | 315 |
|
|
2013
Q4 | $316K | Hold |
2,875
| – | – | 0.02% | 320 |
|
|
2013
Q3 | $295K | Buy |
2,875
+250
| +10% | +$25.7K | 0.02% | 350 |
|
|
2013
Q2 | $250K | Buy |
+2,625
| New | +$250K | 0.01% | 374 |
|