EWM
Evermay Wealth Management’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $72.3M | Sell |
126,965
-6,975
| -5% | -$3.97M | 8.9% | 3 |
|
|
2025
Q1 | $68.8M | Sell |
133,940
-1,528
| -1% | -$785K | 9.04% | 3 |
|
|
2024
Q4 | $73M | Sell |
135,468
-2,473
| -2% | -$1.33M | 11.05% | 2 |
|
|
2024
Q3 | $73M | Sell |
137,941
-2,627
| -2% | -$1.39M | 11.73% | 2 |
|
|
2024
Q2 | $70.5M | Sell |
140,568
-254
| -0.2% | -$127K | 11.31% | 2 |
|
|
2024
Q1 | $67.7M | Sell |
140,822
-1,616
| -1% | -$777K | 10.22% | 2 |
|
|
2023
Q4 | $62.2M | Sell |
142,438
-3,925
| -3% | -$1.71M | 11.49% | 2 |
|
|
2023
Q3 | $57.7M | Sell |
146,363
-3,276
| -2% | -$1.29M | 11.79% | 2 |
|
|
2023
Q2 | $61.2M | Sell |
149,639
-1,609
| -1% | -$658K | 11.77% | 2 |
|
|
2023
Q1 | $56.9M | Sell |
151,248
-10,427
| -6% | -$3.92M | 11.48% | 2 |
|
|
2022
Q4 | $56.8M | Sell |
161,675
-984
| -0.6% | -$346K | 11.57% | 2 |
|
|
2022
Q3 | $53.6M | Buy |
162,659
+5,133
| +3% | +$1.69M | 10.66% | 3 |
|
|
2022
Q2 | $54.8M | Buy |
157,526
+1,980
| +1% | +$689K | 10.65% | 3 |
|
|
2022
Q1 | $64.6M | Sell |
155,546
-2,326
| -1% | -$966K | 10.83% | 2 |
|
|
2021
Q4 | $68.9M | Sell |
157,872
-4,282
| -3% | -$1.87M | 12.32% | 2 |
|
|
2021
Q3 | $64M | Sell |
162,154
-5,393
| -3% | -$2.13M | 12.39% | 2 |
|
|
2021
Q2 | $65.9M | Sell |
167,547
-3,286
| -2% | -$1.29M | 12.21% | 2 |
|
|
2021
Q1 | $62.2M | Sell |
170,833
-3,012
| -2% | -$1.1M | 12.44% | 2 |
|
|
2020
Q4 | $59.7M | Sell |
173,845
-5,252
| -3% | -$1.81M | 13.17% | 2 |
|
|
2020
Q3 | $55.1M | Buy |
179,097
+1,741
| +1% | +$536K | 13.53% | 2 |
|
|
2020
Q2 | $50.3M | Buy |
177,356
+26,960
| +18% | +$7.64M | 13.23% | 2 |
|
|
2020
Q1 | $35.6M | Buy |
150,396
+36,564
| +32% | +$8.66M | 10.81% | 3 |
|
|
2019
Q4 | $33.7M | Sell |
113,832
-2,239
| -2% | -$662K | 8.28% | 4 |
|
|
2019
Q3 | $31.6M | Buy |
116,071
+1,927
| +2% | +$525K | 8.63% | 4 |
|
|
2019
Q2 | $30.7M | Sell |
114,144
-550
| -0.5% | -$148K | 8.53% | 4 |
|
|
2019
Q1 | $29.8M | Sell |
114,694
-1,063
| -0.9% | -$276K | 8.42% | 4 |
|
|
2018
Q4 | $26.6M | Buy |
115,757
+3,673
| +3% | +$844K | 8.61% | 4 |
|
|
2018
Q3 | $29.9M | Sell |
112,084
-1,891
| -2% | -$505K | 9.34% | 3 |
|
|
2018
Q2 | $28.4M | Buy |
113,975
+218
| +0.2% | +$54.4K | 9.47% | 3 |
|
|
2018
Q1 | $27.5M | Buy |
113,757
+7,263
| +7% | +$1.76M | 9.49% | 3 |
|
|
2017
Q4 | $26.1M | Buy |
106,494
+11
| +0% | +$2.7K | 9.57% | 3 |
|
|
2017
Q3 | $24.6M | Buy |
106,483
+1,358
| +1% | +$313K | 10.67% | 3 |
|
|
2017
Q2 | $23.3M | Buy |
105,125
+2,710
| +3% | +$602K | 10.35% | 4 |
|
|
2017
Q1 | $22.2M | Sell |
102,415
-839
| -0.8% | -$182K | 9.92% | 4 |
|
|
2016
Q4 | $21.2M | Sell |
103,254
-154
| -0.1% | -$31.6K | 10.37% | 4 |
|
|
2016
Q3 | $20.5M | Buy |
103,408
+341
| +0.3% | +$67.8K | 10.35% | 4 |
|
|
2016
Q2 | $19.8M | Buy |
103,067
+4,990
| +5% | +$959K | 10.35% | 4 |
|
|
2016
Q1 | $18.5M | Buy |
98,077
+9,373
| +11% | +$1.77M | 10.36% | 4 |
|
|
2015
Q4 | $16.6M | Buy |
88,704
+83,502
| +1,605% | +$15.6M | 9.77% | 4 |
|
|
2015
Q3 | $914K | Buy |
+5,202
| New | +$914K | 0.55% | 22 |
|