EWM
Evercore Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-189
| Closed | -$14K | – | 785 |
|
|
2017
Q4 | $14K | Hold |
189
| – | – | ﹤0.01% | 776 |
|
|
2017
Q3 | $13K | Hold |
189
| – | – | ﹤0.01% | 766 |
|
|
2017
Q2 | $12K | Hold |
189
| – | – | ﹤0.01% | 797 |
|
|
2017
Q1 | $12K | Hold |
189
| – | – | ﹤0.01% | 813 |
|
|
2016
Q4 | $11K | Hold |
189
| – | – | ﹤0.01% | 817 |
|
|
2016
Q3 | $11K | Sell |
189
-189
| -50% | -$11K | ﹤0.01% | 863 |
|
|
2016
Q2 | $21K | Hold |
378
| – | – | ﹤0.01% | 751 |
|
|
2016
Q1 | $21K | Hold |
378
| – | – | ﹤0.01% | 719 |
|
|
2015
Q4 | $21K | Hold |
378
| – | – | ﹤0.01% | 762 |
|
|
2015
Q3 | $20K | Hold |
378
| – | – | ﹤0.01% | 745 |
|
|
2015
Q2 | $23K | Sell |
378
-238
| -39% | -$14.5K | ﹤0.01% | 772 |
|
|
2015
Q1 | $38K | Buy |
+616
| New | +$38K | ﹤0.01% | 670 |
|
|
2014
Q4 | – | Sell |
-616
| Closed | -$37K | – | 996 |
|
|
2014
Q3 | $37K | Hold |
616
| – | – | ﹤0.01% | 651 |
|
|
2014
Q2 | $38K | Hold |
616
| – | – | ﹤0.01% | 651 |
|
|
2014
Q1 | $36K | Hold |
616
| – | – | ﹤0.01% | 648 |
|
|
2013
Q4 | $38K | Hold |
616
| – | – | ﹤0.01% | 600 |
|
|
2013
Q3 | $37K | Sell |
616
-947
| -61% | -$56.9K | ﹤0.01% | 604 |
|
|
2013
Q2 | $87K | Buy |
+1,563
| New | +$87K | ﹤0.01% | 506 |
|