Evercore Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Buy |
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|
2025
Q1 | $31.5M | Buy |
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|
2024
Q4 | $31.5M | Buy |
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|
2024
Q3 | $29.6M | Buy |
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|
2024
Q2 | $27.4M | Sell |
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|
2024
Q1 | $26.4M | Sell |
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|
2023
Q4 | $24.1M | Buy |
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|
2023
Q3 | $20.2M | Sell |
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|
2023
Q2 | $21.2M | Buy |
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|
2023
Q1 | $16.2M | Sell |
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|
2022
Q4 | $15.2M | Buy |
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|
2022
Q3 | $13.9M | Buy |
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|
2022
Q2 | $14.6M | Buy |
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|
2022
Q1 | $17.4M | Sell |
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|
2021
Q4 | $18.5M | Hold |
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|
2021
Q3 | $16.7M | Sell |
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|
2021
Q2 | $16.9M | Sell |
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|
2021
Q1 | $15.7M | Sell |
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|
2020
Q4 | $14.9M | Sell |
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|
2020
Q3 | $14M | Sell |
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|
2020
Q2 | $13.5M | Buy |
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|
2020
Q1 | $9.06M | Buy |
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|
2019
Q4 | $7.47M | Sell |
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|
2019
Q3 | $6.94M | Buy |
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|
2019
Q2 | $6.74M | Buy |
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|
2019
Q1 | $6.46M | Buy |
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|
2018
Q4 | $2.61M | Sell |
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|
2018
Q3 | $3.06M | Buy |
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|
2018
Q2 | $2.81M | Hold |
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|
2018
Q1 | $2.73M | Sell |
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|
2017
Q4 | $3.45M | Sell |
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|
2017
Q3 | $3.26M | Sell |
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|
2017
Q2 | $3.24M | Buy |
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|
2017
Q1 | $1.82M | Buy |
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|
2016
Q4 | $601K | Buy |
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|
2016
Q3 | $258K | Buy |
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|
2016
Q2 | $159K | Buy |
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|
2016
Q1 | $50K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $353K | Buy |
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