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

Evercore Wealth Management, LLC

$6.47 Billion
Q4 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 11,737 shares of VT stock, worth $1.41 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,737

Previous 11,392 3.03%

Holding current value

$1.41 Million

Previous $1.36 Million 1.1%

% of portfolio

0.02%

Previous 0.02%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,085

Shares Held

99.9M

Call Options Held

158K

Put Options Held

69.5K

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About VANGUARD TOTAL WORLD STK INDEX

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