Evercore Wealth Management’s Vanguard S&P 500 Value ETF VOOV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.19M Hold
2025
Q1
$1.16M Hold
2024
Q4
$1.16M Hold
2024
Q3
$1.2M Hold
2024
Q2
$1.11M Hold
2024
Q1
$1.14M Hold
2023
Q4
$1.06M Sell
2023
Q3
$1.18M Buy