Vanguard Personalized Indexing Management’s Evercore EVR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
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|
2025
Q1 | $1.94M | Buy |
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|
2024
Q4 | $2.4M | Buy |
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|
2024
Q3 | $2.14M | Buy |
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|
2024
Q2 | $1.65M | Buy |
|
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.32M | Buy |
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|
2023
Q3 | $750K | Buy |
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|
2023
Q2 | $625K | Buy |
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|
2023
Q1 | $556K | Buy |
|
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|
2022
Q4 | $433K | Buy |
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|
2022
Q3 | $275K | Sell |
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|
2022
Q2 | $319K | Buy |
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|
2022
Q1 | $214K | Buy |
|