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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

Other funds holding DAPP

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FA
Flagstar Advisors New York $331M AUM 40.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
G
Gainplan Bloomfield Hills, Michigan $254M AUM 25.62% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 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. 42 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.
  • 42 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.