EWM
Evercore Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Hold |
6,304
| – | – | 0.02% | 198 |
|
|
2025
Q1 | $1.16M | Hold |
6,304
| – | – | 0.02% | 205 |
|
|
2024
Q4 | $1.16M | Hold |
6,304
| – | – | 0.02% | 207 |
|
|
2024
Q3 | $1.2M | Hold |
6,304
| – | – | 0.02% | 208 |
|
|
2024
Q2 | $1.11M | Hold |
6,304
| – | – | 0.02% | 211 |
|
|
2024
Q1 | $1.14M | Hold |
6,304
| – | – | 0.02% | 210 |
|
|
2023
Q4 | $1.06M | Sell |
6,304
-1,656
| -21% | -$278K | 0.02% | 216 |
|
|
2023
Q3 | $1.18M | Buy |
+7,960
| New | +$1.18M | 0.02% | 199 |
|