EWM
Evercore Wealth Management’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.54M | Hold |
18,244
| – | – | 0.09% | 97 |
|
|
2025
Q1 | $5.01M | Hold |
18,244
| – | – | 0.08% | 96 |
|
|
2024
Q4 | $5.29M | Buy |
18,244
+36
| +0.2% | +$10.4K | 0.08% | 95 |
|
|
2024
Q3 | $5.16M | Buy |
18,208
+1
| +0% | +$283 | 0.08% | 93 |
|
|
2024
Q2 | $4.87M | Sell |
18,207
-335
| -2% | -$89.6K | 0.08% | 98 |
|
|
2024
Q1 | $4.82M | Sell |
18,542
-140
| -0.7% | -$36.4K | 0.08% | 100 |
|
|
2023
Q4 | $4.43M | Sell |
18,682
-1,161
| -6% | -$275K | 0.07% | 100 |
|
|
2023
Q3 | $4.21M | Buy |
19,843
+1,457
| +8% | +$309K | 0.08% | 99 |
|
|
2023
Q2 | $4.05M | Sell |
18,386
-187
| -1% | -$41.2K | 0.07% | 104 |
|
|
2023
Q1 | $3.79M | Buy |
18,573
+563
| +3% | +$115K | 0.08% | 105 |
|
|
2022
Q4 | $3.44M | Buy |
18,010
+267
| +2% | +$51K | 0.07% | 112 |
|
|
2022
Q3 | $3.18M | Buy |
17,743
+6
| +0% | +$1.08K | 0.07% | 109 |
|
|
2022
Q2 | $3.35M | Hold |
17,737
| – | – | 0.07% | 113 |
|
|
2022
Q1 | $4.04M | Sell |
17,737
-363
| -2% | -$82.6K | 0.07% | 113 |
|
|
2021
Q4 | $4.37M | Hold |
18,100
| – | – | 0.07% | 115 |
|
|
2021
Q3 | $4.02M | Sell |
18,100
-751
| -4% | -$167K | 0.07% | 119 |
|
|
2021
Q2 | $4.2M | Buy |
18,851
+137
| +0.7% | +$30.5K | 0.08% | 117 |
|
|
2021
Q1 | $3.87M | Sell |
18,714
-565
| -3% | -$117K | 0.08% | 119 |
|
|
2020
Q4 | $3.75M | Buy |
19,279
+1,578
| +9% | +$307K | 0.08% | 111 |
|
|
2020
Q3 | $3.02M | Buy |
17,701
+706
| +4% | +$120K | 0.07% | 117 |
|
|
2020
Q2 | $2.66M | Hold |
16,995
| – | – | 0.07% | 124 |
|
|
2020
Q1 | $2.19M | Sell |
16,995
-115
| -0.7% | -$14.8K | 0.07% | 127 |
|
|
2019
Q4 | $2.8M | Buy |
17,110
+40
| +0.2% | +$6.55K | 0.08% | 128 |
|
|
2019
Q3 | $2.58M | Buy |
17,070
+2,490
| +17% | +$376K | 0.08% | 133 |
|
|
2019
Q2 | $2.19M | Sell |
14,580
-1,355
| -9% | -$203K | 0.07% | 141 |
|
|
2019
Q1 | $2.31M | Buy |
15,935
+1,081
| +7% | +$156K | 0.07% | 136 |
|
|
2018
Q4 | $1.9M | Buy |
14,854
+208
| +1% | +$26.6K | 0.07% | 134 |
|
|
2018
Q3 | $2.19M | Buy |
14,646
+1,102
| +8% | +$165K | 0.07% | 138 |
|
|
2018
Q2 | $1.9M | Buy |
13,544
+27
| +0.2% | +$3.79K | 0.07% | 143 |
|
|
2018
Q1 | $1.84M | Hold |
13,517
| – | – | 0.07% | 138 |
|
|
2017
Q4 | $1.86M | Buy |
13,517
+273
| +2% | +$37.5K | 0.07% | 145 |
|
|
2017
Q3 | $1.72M | Hold |
13,244
| – | – | 0.07% | 145 |
|
|
2017
Q2 | $1.65M | Hold |
13,244
| – | – | 0.06% | 149 |
|
|
2017
Q1 | $1.61M | Buy |
13,244
+1,468
| +12% | +$178K | 0.06% | 151 |
|
|
2016
Q4 | $1.36M | Buy |
11,776
+979
| +9% | +$113K | 0.06% | 160 |
|
|
2016
Q3 | $1.2M | Buy |
10,797
+863
| +9% | +$96.1K | 0.05% | 167 |
|
|
2016
Q2 | $1.07M | Buy |
9,934
+1,764
| +22% | +$189K | 0.05% | 169 |
|
|
2016
Q1 | $856K | Hold |
8,170
| – | – | 0.04% | 185 |
|
|
2015
Q4 | $852K | Hold |
8,170
| – | – | 0.04% | 196 |
|
|
2015
Q3 | $806K | Hold |
8,170
| – | – | 0.04% | 199 |
|
|
2015
Q2 | $874K | Buy |
8,170
+1,398
| +21% | +$150K | 0.04% | 210 |
|
|
2015
Q1 | $727K | Buy |
6,772
+1,932
| +40% | +$207K | 0.03% | 224 |
|
|
2014
Q4 | $513K | Sell |
4,840
-813
| -14% | -$86.2K | 0.03% | 232 |
|
|
2014
Q3 | $572K | Sell |
5,653
-1,398
| -20% | -$141K | 0.03% | 243 |
|
|
2014
Q2 | $718K | Hold |
7,051
| – | – | 0.04% | 226 |
|
|
2014
Q1 | $687K | Hold |
7,051
| – | – | 0.04% | 221 |
|
|
2013
Q4 | $677K | Buy |
7,051
+2,261
| +47% | +$217K | 0.04% | 229 |
|
|
2013
Q3 | $420K | Hold |
4,790
| – | – | 0.02% | 299 |
|
|
2013
Q2 | $396K | Buy |
+4,790
| New | +$396K | 0.02% | 310 |
|