Evercore Wealth Management’s Vanguard Large-Cap ETF VV Stock Holding History

Evercore Wealth Management’s Portfolio VV Stock Details VV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.14M	Sell
2025 Q1	$3.75M	Hold
2024 Q4	$3.94M	Sell
2024 Q3	$3.99M	Hold
2024 Q2	$3.78M	Hold
2024 Q1	$3.63M	Sell
2023 Q4	$3.74M	Hold
2023 Q3	$3.36M	Sell
2023 Q2	$4.29M	Hold
2023 Q1	$3.95M	Sell
2022 Q4	$3.69M	Sell
2022 Q3	$3.47M	Hold
2022 Q2	$3.65M	Hold
2022 Q1	$4.42M	Hold
2021 Q4	$4.69M	Hold
2021 Q3	$4.26M	Hold
2021 Q2	$4.26M	Sell
2021 Q1	$3.95M	Hold
2020 Q4	$3.75M	Buy
2020 Q3	$3.33M	Hold
2020 Q2	$3.04M	Hold
2020 Q1	$2.52M	Hold
2019 Q4	$3.15M	Hold
2019 Q3	$2.9M	Sell
2019 Q2	$2.9M	Hold
2019 Q1	$2.79M	Hold
2018 Q4	$2.47M	Sell
2018 Q3	$2.93M	Hold
2018 Q2	$2.74M	Hold
2018 Q1	$2.66M	Hold
2017 Q4	$2.69M	Sell
2017 Q3	$2.59M	Sell
2017 Q2	$2.68M	Sell
2017 Q1	$2.63M	Sell
2016 Q4	$3.07M	Hold
2016 Q3	$2.98M	Hold
2016 Q2	$2.88M	Buy