Evercore Wealth Management, LLC Vanguard Total World Stk Index Transaction History

Evercore Wealth Management, LLC

$6.2 Billion
Q2 2025

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Total World Stk Index stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 12,399 shares of VT stock, worth $1.72 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,399

Previous 11,732 5.69%

Holding current value

$1.72 Million

Previous $1.36 Million 17.13%

% of portfolio

0.03%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 14, 2025	BUY	$103.16 - $128.52 $68,807 - $85,722	667 Added 5.69%	12,399 $1.59 Million
Q1 2025 May 15, 2025	SELL	$115.08 - $123.97 $575 - $619	-5 Reduced 0.04%	11,732 $1.36 Million
Q4 2024 Feb 14, 2025	BUY	$117.09 - $123.07 $40,396 - $42,459	345 Added 3.03%	11,737 $1.38 Million
Q2 2024 Aug 14, 2024	BUY	$104.94 - $113.51 $296,770 - $321,006	2,828 Added 33.02%	11,392 $1.28 Million
Q4 2023 Feb 14, 2024	BUY	$88.97 - $103.1 $16,014 - $18,558	180 Added 2.15%	8,564 $881,000
Q3 2023 Nov 14, 2023	SELL	$92.79 - $100.59 $1,391 - $1,508	-15 Reduced 0.18%	8,384 $781,000
Q1 2023 May 15, 2023	SELL	$86.24 - $94.55 $6,468 - $7,091	-75 Reduced 0.89%	8,399 $773,000
Q4 2022 Feb 14, 2023	BUY	$78.67 - $91.07 $23,601 - $27,320	300 Added 3.67%	8,474 $730,000
Q4 2021 Feb 14, 2022	BUY	$101.45 - $109.23 $44,029 - $47,405	434 Added 5.61%	8,174 $878,000
Q1 2021 May 17, 2021	SELL	$92.05 - $98.71 $847,964 - $909,316	-9,212 Reduced 54.34%	7,740 $753,000
Q4 2020 Feb 16, 2021	BUY	$78.99 - $92.58 $699,219 - $819,518	8,852 Added 109.28%	16,952 $1.57 Million
Q3 2020 Nov 16, 2020	BUY	$75.3 - $85.07 $15,060 - $17,014	200 Added 2.53%	8,100 $653,000
Q4 2019 Feb 13, 2020	BUY	$72.8 - $81.27 $17,253 - $19,260	237 Added 3.09%	7,900 $640,000
Q4 2018 Feb 13, 2019	BUY	N/A	609 Added 8.63%	7,663 $502,000
Q2 2018 Aug 14, 2018	BUY	N/A	69 Added 0.99%	7,054 $518,000
Q3 2017 Nov 13, 2017	BUY	N/A	6,985	6,985 $494,000

Others Institutions Holding VT

# of Institutions

1,145

Shares Held

112M

Call Options Held

314K

Put Options Held

91K

View Full List

About VANGUARD TOTAL WORLD STK INDEX

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Evercore Wealth Management, LLC Vanguard Total World Stk Index Transaction History