Evercore Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-644	Closed	-$82K	–	783
2017 Q4	$82K	Hold	644	–	–	﹤0.01%	503
2017 Q3	$78K	Hold	644	–	–	﹤0.01%	507
2017 Q2	$76K	Sell	644 -48	-7%	-$5.58K	﹤0.01%	524
2017 Q1	$78K	Buy	692 +48	+7%	+$5.34K	﹤0.01%	525
2016 Q4	$68K	Buy	644 +242	+60%	+$25.4K	﹤0.01%	552
2016 Q3	$43K	Hold	402	–	–	﹤0.01%	634
2016 Q2	$41K	Hold	402	–	–	﹤0.01%	616
2016 Q1	$40K	Hold	402	–	–	﹤0.01%	612
2015 Q4	$40K	Buy	402 +333	+483%	+$33.7K	﹤0.01%	635
2015 Q3	$7K	Hold	69	–	–	﹤0.01%	868
2015 Q2	$7K	Hold	69	–	–	﹤0.01%	965
2015 Q1	$7K	Buy	+69	New	+$7.19K	﹤0.01%	909
2014 Q4	–	Sell	-69	Closed	-$7K	–	993
2014 Q3	$7K	Hold	69	–	–	﹤0.01%	848
2014 Q2	$7K	Hold	69	–	–	﹤0.01%	877
2014 Q1	$6K	Hold	69	–	–	﹤0.01%	851
2013 Q4	$6K	Hold	69	–	–	﹤0.01%	792
2013 Q3	$6K	Hold	69	–	–	﹤0.01%	827
2013 Q2	$5K	Buy	+69	New	+$5.38K	﹤0.01%	763