EWM
Evercore Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.8M | Buy |
68,311
+6,980
| +11% | +$3.96M | 0.6% | 40 |
|
|
2025
Q1 | $31.5M | Buy |
61,331
+2,829
| +5% | +$1.45M | 0.51% | 43 |
|
|
2024
Q4 | $31.5M | Buy |
58,502
+2,424
| +4% | +$1.31M | 0.47% | 42 |
|
|
2024
Q3 | $29.6M | Buy |
56,078
+1,337
| +2% | +$705K | 0.44% | 45 |
|
|
2024
Q2 | $27.4M | Sell |
54,741
-90
| -0.2% | -$45K | 0.43% | 47 |
|
|
2024
Q1 | $26.4M | Sell |
54,831
-278
| -0.5% | -$134K | 0.41% | 47 |
|
|
2023
Q4 | $24.1M | Buy |
55,109
+3,758
| +7% | +$1.64M | 0.4% | 47 |
|
|
2023
Q3 | $20.2M | Sell |
51,351
-592
| -1% | -$232K | 0.38% | 49 |
|
|
2023
Q2 | $21.2M | Buy |
51,943
+8,749
| +20% | +$3.56M | 0.39% | 49 |
|
|
2023
Q1 | $16.2M | Sell |
43,194
-52
| -0.1% | -$19.6K | 0.32% | 49 |
|
|
2022
Q4 | $15.2M | Buy |
43,246
+1,030
| +2% | +$362K | 0.32% | 52 |
|
|
2022
Q3 | $13.9M | Buy |
42,216
+19
| +0% | +$6.24K | 0.31% | 53 |
|
|
2022
Q2 | $14.6M | Buy |
42,197
+336
| +0.8% | +$117K | 0.31% | 55 |
|
|
2022
Q1 | $17.4M | Sell |
41,861
-426
| -1% | -$177K | 0.31% | 52 |
|
|
2021
Q4 | $18.5M | Hold |
42,287
| – | – | 0.3% | 55 |
|
|
2021
Q3 | $16.7M | Sell |
42,287
-633
| -1% | -$250K | 0.3% | 55 |
|
|
2021
Q2 | $16.9M | Sell |
42,920
-260
| -0.6% | -$102K | 0.31% | 53 |
|
|
2021
Q1 | $15.7M | Sell |
43,180
-141
| -0.3% | -$51.4K | 0.31% | 54 |
|
|
2020
Q4 | $14.9M | Sell |
43,321
-2,113
| -5% | -$726K | 0.32% | 51 |
|
|
2020
Q3 | $14M | Sell |
45,434
-2,093
| -4% | -$644K | 0.34% | 52 |
|
|
2020
Q2 | $13.5M | Buy |
47,527
+9,282
| +24% | +$2.63M | 0.36% | 53 |
|
|
2020
Q1 | $9.06M | Buy |
38,245
+12,972
| +51% | +$3.07M | 0.3% | 56 |
|
|
2019
Q4 | $7.48M | Sell |
25,273
-181
| -0.7% | -$53.5K | 0.2% | 67 |
|
|
2019
Q3 | $6.94M | Buy |
25,454
+425
| +2% | +$116K | 0.2% | 73 |
|
|
2019
Q2 | $6.74M | Buy |
25,029
+157
| +0.6% | +$42.3K | 0.2% | 72 |
|
|
2019
Q1 | $6.46M | Buy |
24,872
+13,530
| +119% | +$3.51M | 0.21% | 76 |
|
|
2018
Q4 | $2.61M | Sell |
11,342
-100
| -0.9% | -$23K | 0.1% | 111 |
|
|
2018
Q3 | $3.06M | Buy |
11,442
+181
| +2% | +$48.3K | 0.1% | 117 |
|
|
2018
Q2 | $2.81M | Hold |
11,261
| – | – | 0.1% | 114 |
|
|
2018
Q1 | $2.73M | Sell |
11,261
-2,807
| -20% | -$680K | 0.1% | 111 |
|
|
2017
Q4 | $3.45M | Sell |
14,068
-57
| -0.4% | -$14K | 0.13% | 99 |
|
|
2017
Q3 | $3.26M | Sell |
14,125
-475
| -3% | -$110K | 0.13% | 101 |
|
|
2017
Q2 | $3.24M | Buy |
14,600
+6,180
| +73% | +$1.37M | 0.13% | 102 |
|
|
2017
Q1 | $1.82M | Buy |
8,420
+5,491
| +187% | +$1.19M | 0.07% | 139 |
|
|
2016
Q4 | $601K | Buy |
2,929
+1,629
| +125% | +$334K | 0.02% | 238 |
|
|
2016
Q3 | $258K | Buy |
1,300
+475
| +58% | +$94.3K | 0.01% | 329 |
|
|
2016
Q2 | $159K | Buy |
825
+562
| +214% | +$108K | 0.01% | 397 |
|
|
2016
Q1 | $50K | Buy |
+263
| New | +$50K | ﹤0.01% | 566 |
|
|
2015
Q3 | – | Sell |
-1,872
| Closed | -$353K | – | 1053 |
|
|
2015
Q2 | $353K | Buy |
+1,872
| New | +$353K | 0.02% | 326 |
|