Evercore Wealth Management’s Vanguard S&P 500 Growth ETF VOOG Stock Holding History

Evercore Wealth Management’s Portfolio VOOG Stock Details VOOG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,988	Closed	-$270K	–	438
2023 Q4	$270K	Sell	5,988 -636	-10%	-$27.2K	﹤0.01%	362
2023 Q3	$273K	Hold	6,624	–	–	0.01%	336
2023 Q2	$281K	Hold	6,624	–	–	0.01%	347
2023 Q1	$254K	Hold	6,624	–	–	0.01%	352
2022 Q4	$233K	Hold	6,624	–	–	﹤0.01%	362
2022 Q3	$230K	Sell	6,624 -4,326	-40%	-$169K	0.01%	355
2022 Q2	$397K	Hold	10,950	–	–	0.01%	282
2022 Q1	$503K	Sell	10,950 -2,682	-20%	-$121K	0.01%	280
2021 Q4	$686K	Hold	13,632	–	–	0.01%	259
2021 Q3	$606K	Sell	13,632 -2,520	-16%	-$116K	0.01%	266
2021 Q2	$706K	Hold	16,152	–	–	0.01%	261
2021 Q1	$633K	Hold	16,152	–	–	0.01%	267
2020 Q4	$619K	Buy	+16,152	New	+$589K	0.01%	265

Other funds holding VOOG

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Evercore Wealth Management's VOOG Position: Q1 2024 in Review

Evercore Wealth Management sold out of Vanguard S&P 500 Growth ETF (VOOG) in Q1 2024, closing a stake of 5,988 shares — an estimated $270K sold.

Evercore Wealth Management first reported a position in VOOG in Q4 2020 and held it in 13 quarters. The position peaked at $706K in Q2 2021. 438 funds tracked by Wall St. Rank hold VOOG as of Q1 2024.

Evercore Wealth Management reported no remaining Vanguard S&P 500 Growth ETF position as of Q1 2024 after selling out during the quarter.
Evercore Wealth Management sold 5,988 Vanguard S&P 500 Growth ETF shares in Q1 2024, an estimated $270K.
Evercore Wealth Management first reported a position in Vanguard S&P 500 Growth ETF in Q4 2020 and held it in 13 quarters.
Evercore Wealth Management's Vanguard S&P 500 Growth ETF position peaked at $706K in Q2 2021.
438 funds tracked by Wall St. Rank held Vanguard S&P 500 Growth ETF as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.