EWM
Evercore Wealth Management’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-458
| Closed | -$51K | – | 782 |
|
|
2017
Q4 | $51K | Hold |
458
| – | – | ﹤0.01% | 578 |
|
|
2017
Q3 | $48K | Hold |
458
| – | – | ﹤0.01% | 581 |
|
|
2017
Q2 | $47K | Hold |
458
| – | – | ﹤0.01% | 584 |
|
|
2017
Q1 | $47K | Hold |
458
| – | – | ﹤0.01% | 610 |
|
|
2016
Q4 | $45K | Hold |
458
| – | – | ﹤0.01% | 627 |
|
|
2016
Q3 | $43K | Hold |
458
| – | – | ﹤0.01% | 633 |
|
|
2016
Q2 | $41K | Hold |
458
| – | – | ﹤0.01% | 615 |
|
|
2016
Q1 | $40K | Hold |
458
| – | – | ﹤0.01% | 611 |
|
|
2015
Q4 | $39K | Buy |
458
+391
| +584% | +$33.3K | ﹤0.01% | 642 |
|
|
2015
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 880 |
|
|
2015
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 979 |
|
|
2015
Q1 | $6K | Buy |
+67
| New | +$6K | ﹤0.01% | 922 |
|
|
2014
Q4 | – | Sell |
-67
| Closed | -$6K | – | 992 |
|
|
2014
Q3 | $6K | Hold |
67
| – | – | ﹤0.01% | 862 |
|
|
2014
Q2 | $6K | Hold |
67
| – | – | ﹤0.01% | 896 |
|
|
2014
Q1 | $6K | Hold |
67
| – | – | ﹤0.01% | 850 |
|
|
2013
Q4 | $5K | Hold |
67
| – | – | ﹤0.01% | 803 |
|
|
2013
Q3 | $5K | Hold |
67
| – | – | ﹤0.01% | 857 |
|
|
2013
Q2 | $5K | Buy |
+67
| New | +$5K | ﹤0.01% | 762 |
|