EWM
Evercore Wealth Management’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.59M | Buy |
12,399
+667
| +6% | +$85.7K | 0.02% | 176 |
|
|
2025
Q1 | $1.36M | Sell |
11,732
-5
| -0% | -$580 | 0.02% | 191 |
|
|
2024
Q4 | $1.38M | Buy |
11,737
+345
| +3% | +$40.5K | 0.02% | 192 |
|
|
2024
Q3 | $1.36M | Hold |
11,392
| – | – | 0.02% | 195 |
|
|
2024
Q2 | $1.28M | Buy |
11,392
+2,828
| +33% | +$319K | 0.02% | 198 |
|
|
2024
Q1 | $946K | Hold |
8,564
| – | – | 0.01% | 219 |
|
|
2023
Q4 | $881K | Buy |
8,564
+180
| +2% | +$18.5K | 0.01% | 228 |
|
|
2023
Q3 | $781K | Sell |
8,384
-15
| -0.2% | -$1.4K | 0.01% | 229 |
|
|
2023
Q2 | $815K | Hold |
8,399
| – | – | 0.01% | 233 |
|
|
2023
Q1 | $773K | Sell |
8,399
-75
| -0.9% | -$6.91K | 0.02% | 235 |
|
|
2022
Q4 | $730K | Buy |
8,474
+300
| +4% | +$25.9K | 0.02% | 238 |
|
|
2022
Q3 | $645K | Hold |
8,174
| – | – | 0.01% | 234 |
|
|
2022
Q2 | $698K | Hold |
8,174
| – | – | 0.01% | 239 |
|
|
2022
Q1 | $828K | Hold |
8,174
| – | – | 0.01% | 245 |
|
|
2021
Q4 | $878K | Buy |
8,174
+434
| +6% | +$46.6K | 0.01% | 238 |
|
|
2021
Q3 | $788K | Hold |
7,740
| – | – | 0.01% | 244 |
|
|
2021
Q2 | $802K | Hold |
7,740
| – | – | 0.01% | 248 |
|
|
2021
Q1 | $753K | Sell |
7,740
-9,212
| -54% | -$896K | 0.01% | 249 |
|
|
2020
Q4 | $1.57M | Buy |
16,952
+8,852
| +109% | +$819K | 0.03% | 176 |
|
|
2020
Q3 | $653K | Buy |
8,100
+200
| +3% | +$16.1K | 0.02% | 238 |
|
|
2020
Q2 | $591K | Hold |
7,900
| – | – | 0.02% | 245 |
|
|
2020
Q1 | $496K | Hold |
7,900
| – | – | 0.02% | 245 |
|
|
2019
Q4 | $640K | Buy |
7,900
+237
| +3% | +$19.2K | 0.02% | 251 |
|
|
2019
Q3 | $573K | Hold |
7,663
| – | – | 0.02% | 263 |
|
|
2019
Q2 | $576K | Hold |
7,663
| – | – | 0.02% | 264 |
|
|
2019
Q1 | $561K | Hold |
7,663
| – | – | 0.02% | 253 |
|
|
2018
Q4 | $502K | Buy |
7,663
+609
| +9% | +$39.9K | 0.02% | 250 |
|
|
2018
Q3 | $535K | Hold |
7,054
| – | – | 0.02% | 271 |
|
|
2018
Q2 | $518K | Buy |
7,054
+69
| +1% | +$5.07K | 0.02% | 266 |
|
|
2018
Q1 | $514K | Hold |
6,985
| – | – | 0.02% | 243 |
|
|
2017
Q4 | $519K | Hold |
6,985
| – | – | 0.02% | 253 |
|
|
2017
Q3 | $494K | Hold |
6,985
| – | – | 0.02% | 251 |
|
|
2017
Q2 | $472K | Hold |
6,985
| – | – | 0.02% | 261 |
|
|
2017
Q1 | $456K | Hold |
6,985
| – | – | 0.02% | 269 |
|
|
2016
Q4 | $426K | Hold |
6,985
| – | – | 0.02% | 263 |
|
|
2016
Q3 | $425K | Hold |
6,985
| – | – | 0.02% | 265 |
|
|
2016
Q2 | $406K | Hold |
6,985
| – | – | 0.02% | 263 |
|
|
2016
Q1 | $403K | Buy |
6,985
+369
| +6% | +$21.3K | 0.02% | 266 |
|
|
2015
Q4 | $381K | Hold |
6,616
| – | – | 0.02% | 284 |
|
|
2015
Q3 | $365K | Sell |
6,616
-92,107
| -93% | -$5.08M | 0.02% | 299 |
|
|
2015
Q2 | $6.07M | Sell |
98,723
-3,200
| -3% | -$197K | 0.27% | 83 |
|
|
2015
Q1 | $6.28M | Buy |
+101,923
| New | +$6.28M | 0.29% | 80 |
|
|
2014
Q4 | – | Sell |
-94,057
| Closed | -$5.68M | – | 999 |
|
|
2014
Q3 | $5.68M | Hold |
94,057
| – | – | 0.28% | 86 |
|
|
2014
Q2 | $5.85M | Buy |
94,057
+9,396
| +11% | +$585K | 0.3% | 80 |
|
|
2014
Q1 | $5.05M | Buy |
84,661
+3,267
| +4% | +$195K | 0.28% | 87 |
|
|
2013
Q4 | $4.83M | Sell |
81,394
-3,800
| -4% | -$226K | 0.27% | 96 |
|
|
2013
Q3 | $4.73M | Sell |
85,194
-3,966
| -4% | -$220K | 0.27% | 97 |
|
|
2013
Q2 | $4.59M | Buy |
+89,160
| New | +$4.59M | 0.26% | 103 |
|