Evercore Wealth Management, LLC Vanguard Health Care ETF Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 788 shares of VHT stock, worth $209,474. This represents 0.0% of its overall portfolio holdings.

Number of Shares
788
Previous 888 11.26%
Holding current value
$209,474
Previous $236,000 5.93%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
SELL
$261.88 - $288.1 $26,188 - $28,810
-100 Reduced 11.26%
788 $222,000
Q1 2024

May 15, 2024
SELL
$253.63 - $270.54 $2,282 - $2,434
-9 Reduced 1.0%
888 $240,000
Q4 2023

Feb 14, 2024
BUY
$223.1 - $251.09 $2,007 - $2,259
9 Added 1.01%
897 $224,000
Q4 2022

Feb 14, 2023
BUY
$224.15 - $255.96 $199,045 - $227,292
888 New
888 $220,000
Q2 2022

Aug 15, 2022
BUY
$219.51 - $264.47 $21,951 - $26,447
100 Added 12.69%
888 $209,000
Q1 2022

May 16, 2022
SELL
$235.27 - $264.71 $185,392 - $208,591
-788 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$243.71 - $267.51 $192,043 - $210,797
788 New
788 $210,000
Q3 2021

Nov 15, 2021
SELL
$247.16 - $265.84 $417,206 - $448,737
-1,688 Closed
0 $0
Q4 2020

Feb 16, 2021
BUY
$198.15 - $223.73 $334,477 - $377,656
1,688 New
1,688 $378,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,300 Closed
0 $0
Q4 2018

Feb 13, 2019
BUY
N/A
1,300 New
1,300 $209,000
Q1 2018

May 15, 2018
SELL
N/A
-700 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
700
700 $107,000

Others Institutions Holding VHT

# of Institutions
1,110
Shares Held
24.1M
Call Options Held
32.3K
Put Options Held
7.46K
View Full List

About VANGUARD HEALTH CARE ETF

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