Evercore Wealth Management, LLC Vanguard Information Technolog Transaction History

Evercore Wealth Management, LLC

$6.66 Billion
Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Information Technolog stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,200 shares of VGT stock, worth $1.96 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

3,200

Previous 3,253 1.63%

Holding current value

$1.96 Million

Previous $1.88 Million 0.05%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$514.43 - $606.85 $27,264 - $32,163	-53 Reduced 1.63%	3,200 $1.88 Million
Q3 2023 Nov 14, 2023	SELL	$409.4 - $459.58 $409 - $459	-1 Reduced 0.03%	3,253 $1.35 Million
Q4 2022 Feb 14, 2023	SELL	$300.84 - $349.17 $225,329 - $261,528	-749 Reduced 18.71%	3,254 $1.04 Million
Q3 2022 Nov 14, 2022	SELL	$307.37 - $391.03 $137,087 - $174,399	-446 Reduced 10.02%	4,003 $1.23 Million
Q2 2022 Aug 15, 2022	SELL	$315.97 - $423.43 $34,124 - $45,730	-108 Reduced 2.37%	4,449 $1.45 Million
Q1 2022 May 16, 2022	SELL	$366.81 - $462.0 $1.75 Million - $2.2 Million	-4,758 Closed	0 $0
Q3 2021 Nov 15, 2021	SELL	$397.41 - $429.35 $258,316 - $279,077	-650 Reduced 12.02%	4,758 $1.91 Million
Q2 2021 Aug 16, 2021	SELL	$351.88 - $400.08 $47,503 - $54,010	-135 Reduced 2.44%	5,408 $2.16 Million
Q1 2021 May 17, 2021	SELL	$339.41 - $380.61 $118,793 - $133,213	-350 Reduced 5.94%	5,543 $1.99 Million
Q4 2020 Feb 16, 2021	BUY	$297.99 - $355.36 $864,171 - $1.03 Million	2,900 Added 96.89%	5,893 $2.09 Million
Q3 2020 Nov 16, 2020	BUY	$279.37 - $338.36 $161,475 - $195,572	578 Added 23.93%	2,993 $932,000
Q1 2020 May 14, 2020	BUY	$185.49 - $273.21 $447,958 - $659,802	2,415 New	2,415 $512,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,282 Closed	0 $0
Q1 2019 May 14, 2019	BUY	N/A	60 Added 4.91%	1,282 $257,000
Q4 2018 Feb 13, 2019	BUY	N/A	1,222 New	1,222 $204,000
Q1 2018 May 15, 2018	SELL	N/A	-152 Closed	0 $0
Q3 2017 Nov 13, 2017	BUY	N/A	152	152 $23,000

Others Institutions Holding VGT

# of Institutions

1,686

Shares Held

48.1M

Call Options Held

857K

Put Options Held

238K

View Full List

About VANGUARD INFORMATION TECHNOLOG

Ticker VGT
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Evercore Wealth Management, LLC Vanguard Information Technolog Transaction History