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

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

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 11,392 shares of VT stock, worth $1.35 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
11,392
Previous 11,392 -0.0%
Holding current value
$1.35 Million
Previous $1.28 Million 6.24%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
998
Shares Held
88.1M
Call Options Held
149K
Put Options Held
44.9K
View Full List

About VANGUARD TOTAL WORLD STK INDEX

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