Evercore Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Hold |
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|
2025
Q1 | $5.01M | Hold |
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|
2024
Q4 | $5.29M | Buy |
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|
2024
Q3 | $5.16M | Buy |
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|
2024
Q2 | $4.87M | Sell |
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|
2024
Q1 | $4.82M | Sell |
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|
2023
Q4 | $4.43M | Sell |
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|
2023
Q3 | $4.21M | Buy |
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|
2023
Q2 | $4.05M | Sell |
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|
2023
Q1 | $3.79M | Buy |
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|
2022
Q4 | $3.44M | Buy |
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|
2022
Q3 | $3.18M | Buy |
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|
2022
Q2 | $3.35M | Hold |
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|
2022
Q1 | $4.04M | Sell |
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|
2021
Q4 | $4.37M | Hold |
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|
2021
Q3 | $4.02M | Sell |
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|
2021
Q2 | $4.2M | Buy |
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|
2021
Q1 | $3.87M | Sell |
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|
2020
Q4 | $3.75M | Buy |
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|
2020
Q3 | $3.02M | Buy |
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|
2020
Q2 | $2.66M | Hold |
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|
2020
Q1 | $2.19M | Sell |
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|
2019
Q4 | $2.8M | Buy |
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|
2019
Q3 | $2.58M | Buy |
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|
2019
Q2 | $2.19M | Sell |
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|
2019
Q1 | $2.31M | Buy |
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|
2018
Q4 | $1.9M | Buy |
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|
2018
Q3 | $2.19M | Buy |
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|
2018
Q2 | $1.9M | Buy |
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|
2018
Q1 | $1.83M | Hold |
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|
2017
Q4 | $1.85M | Buy |
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|
2017
Q3 | $1.72M | Hold |
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|
2017
Q2 | $1.65M | Hold |
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|
2017
Q1 | $1.61M | Buy |
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|
2016
Q4 | $1.36M | Buy |
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|
2016
Q3 | $1.2M | Buy |
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|
2016
Q2 | $1.06M | Buy |
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|
2016
Q1 | $856K | Hold |
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|
2015
Q4 | $852K | Hold |
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|
2015
Q3 | $806K | Hold |
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|
2015
Q2 | $874K | Buy |
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|
2015
Q1 | $727K | Buy |
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|
2014
Q4 | $513K | Sell |
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|
2014
Q3 | $572K | Sell |
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|
2014
Q2 | $718K | Hold |
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|
2014
Q1 | $687K | Hold |
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|
2013
Q4 | $677K | Buy |
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|
2013
Q3 | $420K | Hold |
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|
2013
Q2 | $396K | Buy |
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