Evercore Wealth Management, LLC Vanguard Mid Cap ETF Transaction History

Evercore Wealth Management, LLC

$6.47 Billion
Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,731 shares of VO stock, worth $3.98 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

14,731

Previous 15,711 6.24%

Holding current value

$3.98 Million

Previous $4.15 Million 6.15%

% of portfolio

0.06%

Previous 0.06%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$261.5 - $284.63 $256,270 - $278,937	-980 Reduced 6.24%	14,731 $3.89 Million
Q3 2024 Nov 14, 2024	SELL	$237.84 - $263.83 $208,110 - $230,851	-875 Reduced 5.28%	15,711 $4.15 Million
Q2 2024 Aug 14, 2024	BUY	$234.99 - $248.98 $216,660 - $229,559	922 Added 5.89%	16,586 $4.02 Million
Q1 2024 May 15, 2024	SELL	$225.86 - $249.86 $98,249 - $108,689	-435 Reduced 2.7%	15,664 $3.91 Million
Q4 2023 Feb 14, 2024	BUY	$195.66 - $233.95 $774,617 - $926,208	3,959 Added 32.61%	16,099 $3.75 Million
Q3 2023 Nov 14, 2023	SELL	$206.6 - $228.23 $619,800 - $684,690	-3,000 Reduced 19.82%	12,140 $2.53 Million
Q1 2023 May 15, 2023	SELL	$200.2 - $225.98 $299,299 - $337,840	-1,495 Reduced 8.99%	15,140 $3.19 Million
Q4 2022 Feb 14, 2023	BUY	$186.57 - $217.26 $58,396 - $68,002	313 Added 1.92%	16,635 $3.39 Million
Q3 2022 Nov 14, 2022	SELL	$187.98 - $227.42 $19,737 - $23,879	-105 Reduced 0.64%	16,322 $3.07 Million
Q2 2022 Aug 15, 2022	BUY	$190.36 - $240.41 $19,987 - $25,243	105 Added 0.64%	16,427 $3.24 Million
Q2 2021 Aug 16, 2021	SELL	$223.23 - $238.25 $632,633 - $675,200	-2,834 Reduced 14.79%	16,322 $3.87 Million
Q4 2020 Feb 16, 2021	SELL	$176.14 - $208.21 $119,599 - $141,374	-679 Reduced 3.42%	19,156 $3.96 Million
Q3 2020 Nov 16, 2020	SELL	$164.39 - $185.0 $83,345 - $93,795	-507 Reduced 2.49%	19,835 $3.5 Million
Q2 2020 Aug 13, 2020	BUY	$124.34 - $175.42 $111,906 - $157,878	900 Added 4.63%	20,342 $3.33 Million
Q1 2020 May 14, 2020	SELL	$112.37 - $186.27 $1,573 - $2,607	-14 Reduced 0.07%	19,442 $2.56 Million
Q4 2019 Feb 13, 2020	SELL	$162.13 - $178.73 $5,674 - $6,255	-35 Reduced 0.18%	19,456 $3.47 Million
Q3 2019 Nov 14, 2019	SELL	$166.82 - $169.81 $36,033 - $36,678	-216 Reduced 1.1%	19,491 $3.27 Million
Q2 2019 Aug 13, 2019	BUY	N/A	45 Added 0.23%	19,707 $3.29 Million
Q1 2019 May 14, 2019	SELL	N/A	-89 Reduced 0.45%	19,662 $3.16 Million
Q4 2018 Feb 13, 2019	SELL	N/A	-454 Reduced 2.25%	19,751 $2.73 Million
Q3 2018 Nov 13, 2018	SELL	N/A	-96 Reduced 0.47%	20,205 $3.32 Million
Q2 2018 Aug 14, 2018	SELL	N/A	-39 Reduced 0.19%	20,301 $3.2 Million
Q1 2018 May 15, 2018	SELL	N/A	-60 Reduced 0.29%	20,340 $3.14 Million
Q4 2017 Feb 13, 2018	SELL	N/A	-2,515 Reduced 10.98%	20,400 $3.16 Million
Q3 2017 Nov 13, 2017	BUY	N/A	22,915	22,915 $3.37 Million

Others Institutions Holding VO

# of Institutions

2,287

Shares Held

188M

Call Options Held

55.1K

Put Options Held

17.1K

View Full List

About VANGUARD MID-CAP ETF

Ticker VO
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Vanguard Mid Cap ETF Transaction History