Evercore Wealth Management, LLC Vanguard Small Cap Value ETF Transaction History

Evercore Wealth Management, LLC

  • $6.56 Billion
  • Q3 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 1,712 shares of VBR stock, worth $351,747. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,712
Previous 1,712 -0.0%
Holding current value
$351,747
Previous $333,000 7.21%
% of portfolio
0.01%
Previous 0.01%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$197.36 - $217.3 $34,143 - $37,592
-173 Reduced 9.18%
1,712 $339,000
Q3 2024

Nov 14, 2024
SELL
$179.99 - $201.6 $8,999 - $10,080
-50 Reduced 2.58%
1,885 $378,000
Q2 2024

Aug 14, 2024
SELL
$177.65 - $191.11 $1,954 - $2,102
-11 Reduced 0.57%
1,935 $353,000
Q1 2023

May 15, 2023
SELL
$150.22 - $177.69 $6,759 - $7,996
-45 Reduced 2.26%
1,946 $308,000
Q4 2022

Feb 14, 2023
BUY
$147.25 - $169.54 $6,920 - $7,968
47 Added 2.42%
1,991 $316,000
Q3 2022

Nov 14, 2022
SELL
$143.4 - $172.87 $97,798 - $117,897
-682 Reduced 25.97%
1,944 $279,000
Q1 2022

May 16, 2022
BUY
$165.62 - $182.58 $114,443 - $126,162
691 Added 35.71%
2,626 $462,000
Q3 2020

Nov 16, 2020
BUY
$102.46 - $117.9 $198,260 - $228,136
1,935 New
1,935 $214,000
Q1 2018

May 15, 2018
SELL
N/A
-464 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
464
464 $59,000

Others Institutions Holding VBR

# of Institutions
1,794
Shares Held
91.3M
Call Options Held
70.1K
Put Options Held
8.2K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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