Evermay Wealth Management
DAPP icon

Evermay Wealth Management’s VanEck Digital Transformation ETF DAPP Stock Holding History

Evermay Wealth Management’s Portfolio DAPP Stock Details DAPP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65,321
Closed -$761K – 615
2024
Q1 		$761K Buy
+65,321
New +$615K 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 +$1.59K ﹤0.01% 485

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VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Flagstar Advisors
Flagstar Advisors New York $330M AUM 30.46% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Gainplan
Gainplan Bloomfield Hills, Michigan $258M AUM 17.9% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
NewEdge Advisors
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Evermay Wealth Management's DAPP Position: Q2 2024 in Review

Evermay Wealth Management sold out of VanEck Digital Transformation ETF (DAPP) in Q2 2024, closing a stake of 65,321 shares — an estimated $761K sold.

Evermay Wealth Management first reported a position in DAPP in Q4 2021 and held it in 4 quarters. The position peaked at $761K in Q1 2024. 43 funds tracked by Wall St. Rank hold DAPP as of Q2 2024.

  • Evermay Wealth Management reported no remaining VanEck Digital Transformation ETF position as of Q2 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 65,321 VanEck Digital Transformation ETF shares in Q2 2024, an estimated $761K.
  • Evermay Wealth Management first reported a position in VanEck Digital Transformation ETF in Q4 2021 and held it in 4 quarters.
  • Evermay Wealth Management's VanEck Digital Transformation ETF position peaked at $761K in Q1 2024.
  • 43 funds tracked by Wall St. Rank held VanEck Digital Transformation ETF as of Q2 2024.

Based on Evermay Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.