VPIM
Vanguard Personalized Indexing Management’s Evercore EVR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.03M | Buy |
11,206
+1,509
| +16% | +$407K | 0.03% | 432 |
|
|
2025
Q1 | $1.94M | Buy |
9,697
+1,035
| +12% | +$207K | 0.03% | 499 |
|
|
2024
Q4 | $2.4M | Buy |
8,662
+222
| +3% | +$61.5K | 0.04% | 422 |
|
|
2024
Q3 | $2.14M | Buy |
8,440
+508
| +6% | +$129K | 0.03% | 453 |
|
|
2024
Q2 | $1.65M | Buy |
7,932
+1,280
| +19% | +$267K | 0.03% | 470 |
|
|
2024
Q1 | $1.28M | Sell |
6,652
-1,058
| -14% | -$204K | 0.03% | 544 |
|
|
2023
Q4 | $1.32M | Buy |
7,710
+2,267
| +42% | +$388K | 0.03% | 502 |
|
|
2023
Q3 | $750K | Buy |
5,443
+387
| +8% | +$53.4K | 0.02% | 704 |
|
|
2023
Q2 | $625K | Buy |
5,056
+239
| +5% | +$29.5K | 0.02% | 792 |
|
|
2023
Q1 | $556K | Buy |
4,817
+847
| +21% | +$97.7K | 0.02% | 824 |
|
|
2022
Q4 | $433K | Buy |
3,970
+627
| +19% | +$68.4K | 0.02% | 848 |
|
|
2022
Q3 | $275K | Sell |
3,343
-67
| -2% | -$5.51K | 0.01% | 995 |
|
|
2022
Q2 | $319K | Buy |
3,410
+1,492
| +78% | +$140K | 0.01% | 966 |
|
|
2022
Q1 | $214K | Buy |
+1,918
| New | +$214K | 0.01% | 1094 |
|