EWM
Evercore Wealth Management’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $243K | Hold |
4,830
| – | – | ﹤0.01% | 368 |
|
|
2025
Q1 | $241K | Hold |
4,830
| – | – | ﹤0.01% | 363 |
|
|
2024
Q4 | $234K | Hold |
4,830
| – | – | ﹤0.01% | 380 |
|
|
2024
Q3 | $238K | Hold |
4,830
| – | – | ﹤0.01% | 376 |
|
|
2024
Q2 | $234K | Hold |
4,830
| – | – | ﹤0.01% | 370 |
|
|
2024
Q1 | $231K | Hold |
4,830
| – | – | ﹤0.01% | 383 |
|
|
2023
Q4 | $229K | Hold |
4,830
| – | – | ﹤0.01% | 391 |
|
|
2023
Q3 | $228K | Hold |
4,830
| – | – | ﹤0.01% | 365 |
|
|
2023
Q2 | $229K | Buy |
+4,830
| New | +$229K | ﹤0.01% | 379 |
|
|
2016
Q1 | – | Sell |
-218
| Closed | -$11K | – | 1021 |
|
|
2015
Q4 | $11K | Hold |
218
| – | – | ﹤0.01% | 847 |
|
|
2015
Q3 | $11K | Buy |
+218
| New | +$11K | ﹤0.01% | 827 |
|