Evercore Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
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|
2025
Q1 | $4.01M | Hold |
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|
2024
Q4 | $4.43M | Hold |
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|
2024
Q3 | $4.15M | Sell |
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|
2024
Q2 | $4.12M | Sell |
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|
2024
Q1 | $3.82M | Sell |
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|
2023
Q4 | $3.46M | Buy |
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|
2023
Q3 | $2.84M | Sell |
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|
2023
Q2 | $2.96M | Hold |
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|
2023
Q1 | $2.61M | Hold |
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|
2022
Q4 | $2.23M | Sell |
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|
2022
Q3 | $2.28M | Buy |
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|
2022
Q2 | $2.26M | Sell |
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|
2022
Q1 | $2.94M | Buy |
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|
2021
Q4 | $2.95M | Hold |
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|
2021
Q3 | $2.67M | Sell |
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|
2021
Q2 | $2.67M | Hold |
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|
2021
Q1 | $2.39M | Buy |
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|
2020
Q4 | $2.35M | Hold |
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|
2020
Q3 | $2.12M | Buy |
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|
2020
Q2 | $1.84M | Sell |
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|
2020
Q1 | $1.49M | Buy |
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|
2019
Q4 | $1.59M | Buy |
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|
2019
Q3 | $997K | Buy |
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|
2019
Q2 | $580K | Buy |
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|
2019
Q1 | $468K | Buy |
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|
2018
Q4 | $393K | Buy |
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|
2018
Q3 | $305K | Hold |
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|
2018
Q2 | $284K | Buy |
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|
2018
Q1 | $257K | Buy |
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|
2017
Q4 | $86K | Sell |
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|
2017
Q3 | $174K | Hold |
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|
2017
Q2 | $167K | Hold |
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|
2017
Q1 | $159K | Sell |
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|
2016
Q4 | $166K | Hold |
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|
2016
Q3 | $168K | Hold |
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|
2016
Q2 | $160K | Hold |
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|
2016
Q1 | $159K | Hold |
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|
2015
Q4 | $159K | Buy |
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|
2015
Q3 | $9K | Sell |
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|
2015
Q2 | $72K | Buy |
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|
2015
Q1 | $10K | Buy |
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|
2014
Q4 | – | Sell |
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|
2014
Q3 | $109K | Buy |
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|
2014
Q2 | $9K | Hold |
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|
2014
Q1 | $9K | Hold |
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|
2013
Q4 | $9K | Hold |
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|
2013
Q3 | $8K | Hold |
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|
2013
Q2 | $7K | Buy |
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