Evercore Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 10,243 shares of VIG stock, worth $1.87 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
10,243
Previous 10,631 3.65%
Holding current value
$1.87 Million
Previous $1.94 Million 3.71%
% of portfolio
0.03%
Previous 0.03%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
SELL
$173.33 - $185.29 $67,252 - $71,892
-388 Reduced 3.65%
10,243 $1.87 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $34,536 - $39,366
-230 Reduced 2.12%
10,631 $1.81 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $9,633 - $10,350
62 Added 0.57%
10,861 $1.69 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $588 - $633
-4 Reduced 0.04%
10,799 $1.66 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $86,179 - $94,432
595 Added 5.83%
10,803 $1.64 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-31,274 Reduced 75.39%
10,208 $1.47 Million
Q1 2022

May 16, 2022
SELL
N/A
-25 Reduced 0.06%
41,482 $6.73 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-225 Reduced 0.54%
41,507 $7.13 Million
Q3 2021

Nov 15, 2021
SELL
N/A
-3,884 Reduced 8.51%
41,732 $6.41 Million
Q2 2021

Aug 16, 2021
SELL
N/A
-3,773 Reduced 7.64%
45,616 $7.06 Million
Q1 2021

May 17, 2021
BUY
N/A
2,459 Added 5.24%
49,389 $7.26 Million
Q4 2020

Feb 16, 2021
BUY
N/A
13,323 Added 39.64%
46,930 $6.63 Million
Q3 2020

Nov 16, 2020
BUY
N/A
2,264 Added 7.22%
33,607 $4.32 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-12,590 Reduced 28.66%
31,343 $3.67 Million
Q1 2020

May 14, 2020
BUY
N/A
2,535 Added 6.12%
43,933 $4.54 Million
Q4 2019

Feb 13, 2020
BUY
N/A
2,930 Added 7.62%
41,398 $5.16 Million
Q3 2019

Nov 14, 2019
BUY
N/A
8,191 Added 27.05%
38,468 $4.6 Million
Q2 2019

Aug 13, 2019
BUY
N/A
10,948 Added 56.64%
30,277 $3.49 Million
Q1 2019

May 14, 2019
BUY
N/A
11,179 Added 137.17%
19,329 $2.12 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-1,360 Reduced 14.3%
8,150 $902,000
Q2 2018

Aug 14, 2018
BUY
N/A
2,356 Added 32.93%
9,510 $966,000
Q1 2018

May 15, 2018
SELL
N/A
-60 Reduced 0.83%
7,154 $723,000
Q4 2017

Feb 13, 2018
BUY
N/A
8 Added 0.11%
7,214 $736,000
Q3 2017

Nov 13, 2017
BUY
N/A
7,206
7,206 $683,000

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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