EWM
Evercore Wealth Management’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.67M | Sell |
94,402
-5,855
| -6% | -$290K | 0.07% | 104 |
|
|
2025
Q1 | $4.54M | Sell |
100,257
-5,098
| -5% | -$231K | 0.07% | 100 |
|
|
2024
Q4 | $4.64M | Buy |
105,355
+4,482
| +4% | +$197K | 0.07% | 104 |
|
|
2024
Q3 | $4.83M | Sell |
100,873
-16,828
| -14% | -$805K | 0.07% | 100 |
|
|
2024
Q2 | $5.15M | Buy |
117,701
+11,389
| +11% | +$498K | 0.08% | 94 |
|
|
2024
Q1 | $4.44M | Sell |
106,312
-19,211
| -15% | -$802K | 0.07% | 105 |
|
|
2023
Q4 | $5.16M | Buy |
125,523
+1,346
| +1% | +$55.3K | 0.09% | 96 |
|
|
2023
Q3 | $4.87M | Buy |
124,177
+8,446
| +7% | +$331K | 0.09% | 92 |
|
|
2023
Q2 | $4.71M | Buy |
115,731
+6,570
| +6% | +$267K | 0.09% | 97 |
|
|
2023
Q1 | $4.41M | Buy |
109,161
+8,183
| +8% | +$331K | 0.09% | 98 |
|
|
2022
Q4 | $3.94M | Sell |
100,978
-15,323
| -13% | -$597K | 0.08% | 99 |
|
|
2022
Q3 | $4.24M | Sell |
116,301
-13,569
| -10% | -$495K | 0.1% | 90 |
|
|
2022
Q2 | $5.41M | Sell |
129,870
-1,126
| -0.9% | -$46.9K | 0.11% | 87 |
|
|
2022
Q1 | $6.04M | Sell |
130,996
-18,126
| -12% | -$836K | 0.11% | 90 |
|
|
2021
Q4 | $7.38M | Sell |
149,122
-18,784
| -11% | -$929K | 0.12% | 83 |
|
|
2021
Q3 | $8.4M | Sell |
167,906
-6,007
| -3% | -$300K | 0.15% | 72 |
|
|
2021
Q2 | $9.45M | Sell |
173,913
-250
| -0.1% | -$13.6K | 0.17% | 67 |
|
|
2021
Q1 | $9.07M | Buy |
174,163
+42,335
| +32% | +$2.2M | 0.18% | 71 |
|
|
2020
Q4 | $6.61M | Buy |
131,828
+2,300
| +2% | +$115K | 0.14% | 80 |
|
|
2020
Q3 | $5.6M | Buy |
129,528
+7,540
| +6% | +$326K | 0.14% | 84 |
|
|
2020
Q2 | $4.83M | Sell |
121,988
-5,278
| -4% | -$209K | 0.13% | 88 |
|
|
2020
Q1 | $4.27M | Sell |
127,266
-14,365
| -10% | -$482K | 0.14% | 87 |
|
|
2019
Q4 | $6.3M | Buy |
141,631
+6,962
| +5% | +$310K | 0.17% | 76 |
|
|
2019
Q3 | $5.42M | Buy |
134,669
+12,355
| +10% | +$497K | 0.16% | 84 |
|
|
2019
Q2 | $5.2M | Buy |
122,314
+46
| +0% | +$1.96K | 0.16% | 83 |
|
|
2019
Q1 | $5.2M | Buy |
122,268
+30,474
| +33% | +$1.3M | 0.17% | 89 |
|
|
2018
Q4 | $3.5M | Buy |
91,794
+11,764
| +15% | +$448K | 0.13% | 98 |
|
|
2018
Q3 | $3.28M | Buy |
80,030
+2,580
| +3% | +$106K | 0.1% | 108 |
|
|
2018
Q2 | $3.27M | Buy |
77,450
+11,259
| +17% | +$475K | 0.11% | 109 |
|
|
2018
Q1 | $3.11M | Buy |
66,191
+41
| +0.1% | +$1.93K | 0.12% | 101 |
|
|
2017
Q4 | $3.04M | Sell |
66,150
-5,393
| -8% | -$248K | 0.11% | 103 |
|
|
2017
Q3 | $3.12M | Sell |
71,543
-800
| -1% | -$34.9K | 0.12% | 105 |
|
|
2017
Q2 | $2.95M | Buy |
72,343
+1,146
| +2% | +$46.8K | 0.11% | 108 |
|
|
2017
Q1 | $2.83M | Buy |
71,197
+2,747
| +4% | +$109K | 0.11% | 112 |
|
|
2016
Q4 | $2.45M | Sell |
68,450
-24,662
| -26% | -$883K | 0.1% | 119 |
|
|
2016
Q3 | $3.5M | Buy |
93,112
+31,335
| +51% | +$1.18M | 0.15% | 105 |
|
|
2016
Q2 | $2.18M | Buy |
61,777
+15,195
| +33% | +$535K | 0.1% | 124 |
|
|
2016
Q1 | $1.61M | Buy |
46,582
+956
| +2% | +$33.1K | 0.07% | 142 |
|
|
2015
Q4 | $1.49M | Sell |
45,626
-178
| -0.4% | -$5.83K | 0.07% | 152 |
|
|
2015
Q3 | $1.52M | Sell |
45,804
-65,542
| -59% | -$2.17M | 0.07% | 149 |
|
|
2015
Q2 | $4.55M | Buy |
111,346
+9,267
| +9% | +$379K | 0.21% | 100 |
|
|
2015
Q1 | $4.17M | Buy |
102,079
+77,951
| +323% | +$3.19M | 0.19% | 104 |
|
|
2014
Q4 | $966K | Sell |
24,128
-160,591
| -87% | -$6.43M | 0.05% | 172 |
|
|
2014
Q3 | $7.7M | Sell |
184,719
-11,255
| -6% | -$469K | 0.39% | 72 |
|
|
2014
Q2 | $8.46M | Sell |
195,974
-22,298
| -10% | -$962K | 0.44% | 69 |
|
|
2014
Q1 | $8.85M | Sell |
218,272
-212,341
| -49% | -$8.61M | 0.5% | 65 |
|
|
2013
Q4 | $17.7M | Buy |
430,613
+253,190
| +143% | +$10.4M | 0.97% | 35 |
|
|
2013
Q3 | $7.12M | Sell |
177,423
-33,484
| -16% | -$1.34M | 0.41% | 75 |
|
|
2013
Q2 | $8.18M | Buy |
+210,907
| New | +$8.18M | 0.46% | 65 |
|