EWM
Evercore Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-644
| Closed | -$82K | – | 783 |
|
|
2017
Q4 | $82K | Hold |
644
| – | – | ﹤0.01% | 502 |
|
|
2017
Q3 | $78K | Hold |
644
| – | – | ﹤0.01% | 507 |
|
|
2017
Q2 | $76K | Sell |
644
-48
| -7% | -$5.67K | ﹤0.01% | 522 |
|
|
2017
Q1 | $78K | Buy |
692
+48
| +7% | +$5.41K | ﹤0.01% | 524 |
|
|
2016
Q4 | $68K | Buy |
644
+242
| +60% | +$25.6K | ﹤0.01% | 551 |
|
|
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% | +$33.1K | ﹤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 | +$7K | ﹤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 | +$5K | ﹤0.01% | 763 |
|