EWM
Evermay Wealth Management’s VanEck Digital Transformation ETF DAPP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-65,321
| Closed | -$761K | – | 615 |
|
|
2024
Q1 | $761K | Buy |
+65,321
| New | +$761K | 0.11% | 97 |
|
|
2022
Q3 | – | Sell |
-60
| Closed | – | – | 520 |
|
|
2022
Q2 | $0 | Hold |
60
| – | – | ﹤0.01% | 523 |
|
|
2022
Q1 | $1K | Hold |
60
| – | – | ﹤0.01% | 499 |
|
|
2021
Q4 | $1K | Buy |
+60
| New | +$1K | ﹤0.01% | 484 |
|