Evercore Wealth Management, LLC Vanguard S&P 500 Growth ETF Transaction History

Evercore Wealth Management, LLC

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2023 Feb 14, 2024	SELL	$237.26 - $272.04 $25,149 - $28,836	-106 Reduced 9.6%	998 $270,000
Q3 2022 Nov 14, 2022	SELL	$208.55 - $257.67 $150,364 - $185,780	-721 Reduced 39.51%	1,104 $230,000
Q1 2022 May 16, 2022	SELL	$246.31 - $304.02 $110,100 - $135,896	-447 Reduced 19.67%	1,825 $503,000
Q3 2021 Nov 15, 2021	SELL	$263.36 - $285.1 $110,611 - $119,742	-420 Reduced 15.6%	2,272 $606,000
Q4 2020 Feb 16, 2021	BUY	$202.29 - $230.08 $544,564 - $619,375	2,692 New	2,692 $619,000

539

11.2M

27K

31.3K

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