EWM

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

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

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$4.14M	Sell	14,507 -100	-0.7%	-$28.5K	0.06%	113
2025 Q1	$3.75M	Hold	14,607	–	–	0.06%	118
2024 Q4	$3.94M	Sell	14,607 -540	-4%	-$146K	0.06%	118
2024 Q3	$3.99M	Hold	15,147	–	–	0.06%	115
2024 Q2	$3.78M	Hold	15,147	–	–	0.06%	112
2024 Q1	$3.63M	Sell	15,147 -2,000	-12%	-$480K	0.06%	119
2023 Q4	$3.74M	Hold	17,147	–	–	0.06%	114
2023 Q3	$3.36M	Sell	17,147 -4,000	-19%	-$783K	0.06%	113
2023 Q2	$4.29M	Hold	21,147	–	–	0.08%	101
2023 Q1	$3.95M	Sell	21,147 -8	-0%	-$1.49K	0.08%	101
2022 Q4	$3.69M	Sell	21,155 -52	-0.2%	-$9.06K	0.08%	105
2022 Q3	$3.47M	Hold	21,207	–	–	0.08%	103
2022 Q2	$3.66M	Hold	21,207	–	–	0.08%	107
2022 Q1	$4.42M	Hold	21,207	–	–	0.08%	106
2021 Q4	$4.69M	Hold	21,207	–	–	0.08%	111
2021 Q3	$4.26M	Hold	21,207	–	–	0.08%	114
2021 Q2	$4.26M	Sell	21,207 -123	-0.6%	-$24.7K	0.08%	116
2021 Q1	$3.95M	Hold	21,330	–	–	0.08%	117
2020 Q4	$3.75M	Buy	21,330 +49	+0.2%	+$8.61K	0.08%	112
2020 Q3	$3.33M	Hold	21,281	–	–	0.08%	109
2020 Q2	$3.04M	Hold	21,281	–	–	0.08%	113
2020 Q1	$2.52M	Hold	21,281	–	–	0.08%	112
2019 Q4	$3.15M	Hold	21,281	–	–	0.08%	119
2019 Q3	$2.9M	Sell	21,281 -219	-1%	-$29.9K	0.09%	127
2019 Q2	$2.9M	Hold	21,500	–	–	0.09%	124
2019 Q1	$2.79M	Hold	21,500	–	–	0.09%	118
2018 Q4	$2.47M	Sell	21,500 -450	-2%	-$51.7K	0.09%	117
2018 Q3	$2.93M	Hold	21,950	–	–	0.09%	118
2018 Q2	$2.74M	Hold	21,950	–	–	0.09%	115
2018 Q1	$2.66M	Hold	21,950	–	–	0.1%	115
2017 Q4	$2.69M	Sell	21,950 -485	-2%	-$59.5K	0.1%	114
2017 Q3	$2.59M	Sell	22,435 -1,700	-7%	-$196K	0.1%	117
2017 Q2	$2.68M	Sell	24,135 -200	-0.8%	-$22.2K	0.1%	114
2017 Q1	$2.63M	Sell	24,335 -5,665	-19%	-$612K	0.1%	115
2016 Q4	$3.07M	Hold	30,000	–	–	0.13%	107
2016 Q3	$2.98M	Hold	30,000	–	–	0.12%	111
2016 Q2	$2.88M	Buy	+30,000	New	+$2.88M	0.13%	109