EWM
Evercore Wealth Management’s Vanguard Communication Services ETF VOX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-75
| Closed | -$7K | – | 784 |
|
|
2017
Q4 | $7K | Hold |
75
| – | – | ﹤0.01% | 838 |
|
|
2017
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 821 |
|
|
2017
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 865 |
|
|
2017
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 861 |
|
|
2016
Q4 | $8K | Hold |
75
| – | – | ﹤0.01% | 845 |
|
|
2016
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 907 |
|
|
2016
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 888 |
|
|
2016
Q1 | $7K | Hold |
75
| – | – | ﹤0.01% | 836 |
|
|
2015
Q4 | $6K | Hold |
75
| – | – | ﹤0.01% | 905 |
|
|
2015
Q3 | $6K | Hold |
75
| – | – | ﹤0.01% | 881 |
|
|
2015
Q2 | $7K | Hold |
75
| – | – | ﹤0.01% | 966 |
|
|
2015
Q1 | $6K | Buy |
+75
| New | +$6K | ﹤0.01% | 923 |
|
|
2014
Q4 | – | Sell |
-75
| Closed | -$7K | – | 994 |
|
|
2014
Q3 | $7K | Hold |
75
| – | – | ﹤0.01% | 849 |
|
|
2014
Q2 | $7K | Sell |
75
-25
| -25% | -$2.33K | ﹤0.01% | 878 |
|
|
2014
Q1 | $8K | Sell |
100
-230
| -70% | -$18.4K | ﹤0.01% | 836 |
|
|
2013
Q4 | $27K | Hold |
330
| – | – | ﹤0.01% | 645 |
|
|
2013
Q3 | $27K | Buy |
330
+60
| +22% | +$4.91K | ﹤0.01% | 638 |
|
|
2013
Q2 | $21K | Buy |
+270
| New | +$21K | ﹤0.01% | 659 |
|