EWM
Evercore Wealth Management’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.58M | Sell |
10,450
-352
| -3% | -$154K | 0.07% | 105 |
|
|
2025
Q1 | $4.01M | Hold |
10,802
| – | – | 0.06% | 110 |
|
|
2024
Q4 | $4.43M | Hold |
10,802
| – | – | 0.07% | 108 |
|
|
2024
Q3 | $4.15M | Sell |
10,802
-212
| -2% | -$81.4K | 0.06% | 109 |
|
|
2024
Q2 | $4.12M | Sell |
11,014
-84
| -0.8% | -$31.4K | 0.06% | 108 |
|
|
2024
Q1 | $3.82M | Sell |
11,098
-23
| -0.2% | -$7.92K | 0.06% | 116 |
|
|
2023
Q4 | $3.46M | Buy |
11,121
+675
| +6% | +$210K | 0.06% | 118 |
|
|
2023
Q3 | $2.84M | Sell |
10,446
-2
| -0% | -$545 | 0.05% | 127 |
|
|
2023
Q2 | $2.96M | Hold |
10,448
| – | – | 0.05% | 127 |
|
|
2023
Q1 | $2.61M | Hold |
10,448
| – | – | 0.05% | 133 |
|
|
2022
Q4 | $2.23M | Sell |
10,448
-212
| -2% | -$45.2K | 0.05% | 145 |
|
|
2022
Q3 | $2.28M | Buy |
10,660
+501
| +5% | +$107K | 0.05% | 136 |
|
|
2022
Q2 | $2.26M | Sell |
10,159
-79
| -0.8% | -$17.6K | 0.05% | 138 |
|
|
2022
Q1 | $2.95M | Buy |
10,238
+1,052
| +11% | +$303K | 0.05% | 133 |
|
|
2021
Q4 | $2.95M | Hold |
9,186
| – | – | 0.05% | 140 |
|
|
2021
Q3 | $2.67M | Sell |
9,186
-129
| -1% | -$37.4K | 0.05% | 148 |
|
|
2021
Q2 | $2.67M | Hold |
9,315
| – | – | 0.05% | 152 |
|
|
2021
Q1 | $2.39M | Buy |
9,315
+20
| +0.2% | +$5.14K | 0.05% | 153 |
|
|
2020
Q4 | $2.36M | Hold |
9,295
| – | – | 0.05% | 142 |
|
|
2020
Q3 | $2.12M | Buy |
9,295
+200
| +2% | +$45.5K | 0.05% | 142 |
|
|
2020
Q2 | $1.84M | Sell |
9,095
-410
| -4% | -$82.9K | 0.05% | 149 |
|
|
2020
Q1 | $1.49M | Buy |
9,505
+755
| +9% | +$118K | 0.05% | 154 |
|
|
2019
Q4 | $1.59M | Buy |
8,750
+2,752
| +46% | +$501K | 0.04% | 173 |
|
|
2019
Q3 | $997K | Buy |
5,998
+2,444
| +69% | +$406K | 0.03% | 202 |
|
|
2019
Q2 | $580K | Buy |
3,554
+565
| +19% | +$92.2K | 0.02% | 262 |
|
|
2019
Q1 | $468K | Buy |
2,989
+64
| +2% | +$10K | 0.02% | 279 |
|
|
2018
Q4 | $393K | Buy |
2,925
+1,029
| +54% | +$138K | 0.01% | 273 |
|
|
2018
Q3 | $305K | Hold |
1,896
| – | – | 0.01% | 344 |
|
|
2018
Q2 | $284K | Buy |
1,896
+82
| +5% | +$12.3K | 0.01% | 337 |
|
|
2018
Q1 | $257K | Buy |
1,814
+1,200
| +195% | +$170K | 0.01% | 315 |
|
|
2017
Q4 | $86K | Sell |
614
-699
| -53% | -$97.9K | ﹤0.01% | 491 |
|
|
2017
Q3 | $174K | Hold |
1,313
| – | – | 0.01% | 386 |
|
|
2017
Q2 | $167K | Hold |
1,313
| – | – | 0.01% | 388 |
|
|
2017
Q1 | $159K | Sell |
1,313
-183
| -12% | -$22.2K | 0.01% | 406 |
|
|
2016
Q4 | $166K | Hold |
1,496
| – | – | 0.01% | 410 |
|
|
2016
Q3 | $168K | Hold |
1,496
| – | – | 0.01% | 409 |
|
|
2016
Q2 | $160K | Hold |
1,496
| – | – | 0.01% | 395 |
|
|
2016
Q1 | $159K | Hold |
1,496
| – | – | 0.01% | 395 |
|
|
2015
Q4 | $159K | Buy |
1,496
+1,403
| +1,509% | +$149K | 0.01% | 411 |
|
|
2015
Q3 | $9K | Sell |
93
-580
| -86% | -$56.1K | ﹤0.01% | 853 |
|
|
2015
Q2 | $72K | Buy |
673
+580
| +624% | +$62.1K | ﹤0.01% | 574 |
|
|
2015
Q1 | $10K | Buy |
+93
| New | +$10K | ﹤0.01% | 869 |
|
|
2014
Q4 | – | Sell |
-1,093
| Closed | -$109K | – | 1001 |
|
|
2014
Q3 | $109K | Buy |
1,093
+1,000
| +1,075% | +$99.7K | 0.01% | 501 |
|
|
2014
Q2 | $9K | Hold |
93
| – | – | ﹤0.01% | 855 |
|
|
2014
Q1 | $9K | Hold |
93
| – | – | ﹤0.01% | 830 |
|
|
2013
Q4 | $9K | Hold |
93
| – | – | ﹤0.01% | 765 |
|
|
2013
Q3 | $8K | Hold |
93
| – | – | ﹤0.01% | 791 |
|
|
2013
Q2 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 748 |
|