EWM
Evercore Wealth Management’s Vanguard High Dividend Yield ETF VYM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $296K | Sell |
2,223
-1,758
| -44% | -$234K | ﹤0.01% | 340 |
|
|
2025
Q1 | $513K | Hold |
3,981
| – | – | 0.01% | 268 |
|
|
2024
Q4 | $508K | Hold |
3,981
| – | – | 0.01% | 271 |
|
|
2024
Q3 | $510K | Hold |
3,981
| – | – | 0.01% | 278 |
|
|
2024
Q2 | $472K | Hold |
3,981
| – | – | 0.01% | 282 |
|
|
2024
Q1 | $482K | Sell |
3,981
-707
| -15% | -$85.5K | 0.01% | 286 |
|
|
2023
Q4 | $523K | Hold |
4,688
| – | – | 0.01% | 277 |
|
|
2023
Q3 | $484K | Sell |
4,688
-1
| -0% | -$103 | 0.01% | 276 |
|
|
2023
Q2 | $497K | Buy |
4,689
+736
| +19% | +$78.1K | 0.01% | 281 |
|
|
2023
Q1 | $417K | Hold |
3,953
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $428K | Hold |
3,953
| – | – | 0.01% | 285 |
|
|
2022
Q3 | $375K | Buy |
3,953
+750
| +23% | +$71.1K | 0.01% | 282 |
|
|
2022
Q2 | $326K | Hold |
3,203
| – | – | 0.01% | 310 |
|
|
2022
Q1 | $359K | Hold |
3,203
| – | – | 0.01% | 322 |
|
|
2021
Q4 | $359K | Hold |
3,203
| – | – | 0.01% | 327 |
|
|
2021
Q3 | $331K | Buy |
+3,203
| New | +$331K | 0.01% | 343 |
|
|
2018
Q1 | – | Sell |
-229
| Closed | -$20K | – | 791 |
|
|
2017
Q4 | $20K | Hold |
229
| – | – | ﹤0.01% | 733 |
|
|
2017
Q3 | $19K | Hold |
229
| – | – | ﹤0.01% | 725 |
|
|
2017
Q2 | $18K | Hold |
229
| – | – | ﹤0.01% | 740 |
|
|
2017
Q1 | $18K | Sell |
229
-2,020
| -90% | -$159K | ﹤0.01% | 771 |
|
|
2016
Q4 | $170K | Hold |
2,249
| – | – | 0.01% | 403 |
|
|
2016
Q3 | $163K | Sell |
2,249
-229
| -9% | -$16.6K | 0.01% | 415 |
|
|
2016
Q2 | $177K | Buy |
2,478
+2,020
| +441% | +$144K | 0.01% | 381 |
|
|
2016
Q1 | $32K | Hold |
458
| – | – | ﹤0.01% | 652 |
|
|
2015
Q4 | $31K | Hold |
458
| – | – | ﹤0.01% | 683 |
|
|
2015
Q3 | $29K | Sell |
458
-2,800
| -86% | -$177K | ﹤0.01% | 676 |
|
|
2015
Q2 | $219K | Buy |
3,258
+2,800
| +611% | +$188K | 0.01% | 403 |
|
|
2015
Q1 | $31K | Buy |
+458
| New | +$31K | ﹤0.01% | 713 |
|
|
2014
Q4 | – | Sell |
-458
| Closed | -$30K | – | 1002 |
|
|
2014
Q3 | $30K | Hold |
458
| – | – | ﹤0.01% | 680 |
|
|
2014
Q2 | $30K | Hold |
458
| – | – | ﹤0.01% | 679 |
|
|
2014
Q1 | $29K | Hold |
458
| – | – | ﹤0.01% | 682 |
|
|
2013
Q4 | $29K | Hold |
458
| – | – | ﹤0.01% | 633 |
|
|
2013
Q3 | $26K | Sell |
458
-720
| -61% | -$40.9K | ﹤0.01% | 644 |
|
|
2013
Q2 | $67K | Buy |
+1,178
| New | +$67K | ﹤0.01% | 532 |
|