Evercore Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
|
|||||
|
2025
Q1 | $1.36M | Sell |
|
|||||
|
2024
Q4 | $1.38M | Buy |
|
|||||
|
2024
Q3 | $1.36M | Hold |
|
|||||
|
2024
Q2 | $1.28M | Buy |
|
|||||
|
2024
Q1 | $946K | Hold |
|
|||||
|
2023
Q4 | $881K | Buy |
|
|||||
|
2023
Q3 | $781K | Sell |
|
|||||
|
2023
Q2 | $815K | Hold |
|
|||||
|
2023
Q1 | $773K | Sell |
|
|||||
|
2022
Q4 | $730K | Buy |
|
|||||
|
2022
Q3 | $645K | Hold |
|
|||||
|
2022
Q2 | $698K | Hold |
|
|||||
|
2022
Q1 | $828K | Hold |
|
|||||
|
2021
Q4 | $878K | Buy |
|
|||||
|
2021
Q3 | $788K | Hold |
|
|||||
|
2021
Q2 | $802K | Hold |
|
|||||
|
2021
Q1 | $753K | Sell |
|
|||||
|
2020
Q4 | $1.57M | Buy |
|
|||||
|
2020
Q3 | $653K | Buy |
|
|||||
|
2020
Q2 | $591K | Hold |
|
|||||
|
2020
Q1 | $496K | Hold |
|
|||||
|
2019
Q4 | $640K | Buy |
|
|||||
|
2019
Q3 | $573K | Hold |
|
|||||
|
2019
Q2 | $576K | Hold |
|
|||||
|
2019
Q1 | $561K | Hold |
|
|||||
|
2018
Q4 | $502K | Buy |
|
|||||
|
2018
Q3 | $535K | Hold |
|
|||||
|
2018
Q2 | $518K | Buy |
|
|||||
|
2018
Q1 | $514K | Hold |
|
|||||
|
2017
Q4 | $519K | Hold |
|
|||||
|
2017
Q3 | $494K | Hold |
|
|||||
|
2017
Q2 | $472K | Hold |
|
|||||
|
2017
Q1 | $456K | Hold |
|
|||||
|
2016
Q4 | $426K | Hold |
|
|||||
|
2016
Q3 | $425K | Hold |
|
|||||
|
2016
Q2 | $406K | Hold |
|
|||||
|
2016
Q1 | $403K | Buy |
|
|||||
|
2015
Q4 | $381K | Hold |
|
|||||
|
2015
Q3 | $365K | Sell |
|
|||||
|
2015
Q2 | $6.07M | Sell |
|
|||||
|
2015
Q1 | $6.28M | Buy |
|
|||||
|
2014
Q4 | – | Sell |
|
|||||
|
2014
Q3 | $5.68M | Hold |
|
|||||
|
2014
Q2 | $5.85M | Buy |
|
|||||
|
2014
Q1 | $5.05M | Buy |
|
|||||
|
2013
Q4 | $4.83M | Sell |
|
|||||
|
2013
Q3 | $4.73M | Sell |
|
|||||
|
2013
Q2 | $4.59M | Buy |
|