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

Evercore Wealth Management, LLC

  • $6.2 Billion
  • Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard S&P 500 Value ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 6,304 shares of VOOV stock, worth $1.27 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,304
Previous 6,304 -0.0%
Holding current value
$1.27 Million
Previous $1.16 Million 2.41%
% of portfolio
0.02%
Previous 0.02%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
SELL
$142.76 - $168.38 $236,410 - $278,837
-1,656 Reduced 20.8%
6,304 $1.06 Million
Q3 2023

Nov 14, 2023
BUY
$148.69 - $161.15 $1.18 Million - $1.28 Million
7,960 New
7,960 $1.18 Million

Others Institutions Holding VOOV

# of Institutions
438
Shares Held
13.8M
Call Options Held
0
Put Options Held
0
View Full List

About VANGUARD S&P 500 VALUE ETF

VOOV Quotes by TradingView
  • Ticker VOOV
  • Sector ETFs
  • Industry ETFs
More about VOOV
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email