Evercore Wealth Management, LLC Vanguard Total Stock Market Et Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 18,208 shares of VTI stock, worth $5.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
18,208
Previous 18,207 0.01%
Holding current value
$5.4 Million
Previous $4.87 Million 5.85%
% of portfolio
0.08%
Previous 0.08%

Shares

25 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$255.18 - $283.2 $255 - $283
1 Added 0.01%
18,208 $5.16 Million
Q2 2024

Aug 14, 2024
SELL
$245.23 - $269.4 $82,152 - $90,248
-335 Reduced 1.81%
18,207 $4.87 Million
Q1 2024

May 15, 2024
SELL
$232.77 - $260.14 $32,587 - $36,419
-140 Reduced 0.75%
18,542 $4.82 Million
Q4 2023

Feb 14, 2024
SELL
$203.12 - $238.25 $235,822 - $276,608
-1,161 Reduced 5.85%
18,682 $4.43 Million
Q3 2023

Nov 14, 2023
BUY
$211.41 - $228.35 $308,024 - $332,705
1,457 Added 7.92%
19,843 $4.21 Million
Q2 2023

Aug 04, 2023
SELL
$200.75 - $220.28 $37,540 - $41,192
-187 Reduced 1.01%
18,386 $4.05 Million
Q1 2023

May 15, 2023
BUY
$189.85 - $210.01 $106,885 - $118,235
563 Added 3.13%
18,573 $3.79 Million
Q4 2022

Feb 14, 2023
BUY
$179.3 - $204.18 $47,873 - $54,516
267 Added 1.5%
18,010 $3.44 Million
Q3 2022

Nov 14, 2022
BUY
$179.47 - $216.24 $1,076 - $1,297
6 Added 0.03%
17,743 $3.18 Million
Q1 2022

May 16, 2022
SELL
$209.9 - $242.97 $76,193 - $88,198
-363 Reduced 2.01%
17,737 $4.04 Million
Q3 2021

Nov 15, 2021
SELL
$219.23 - $234.37 $164,641 - $176,011
-751 Reduced 3.98%
18,100 $4.02 Million
Q2 2021

Aug 16, 2021
BUY
$209.28 - $222.82 $28,671 - $30,526
137 Added 0.73%
18,851 $4.2 Million
Q1 2021

May 17, 2021
SELL
$191.87 - $208.85 $108,406 - $118,000
-565 Reduced 2.93%
18,714 $3.87 Million
Q4 2020

Feb 16, 2021
BUY
$166.99 - $194.64 $263,510 - $307,141
1,578 Added 8.91%
19,279 $3.75 Million
Q3 2020

Nov 16, 2020
BUY
$157.44 - $181.24 $111,152 - $127,955
706 Added 4.15%
17,701 $3.02 Million
Q1 2020

May 14, 2020
SELL
$111.91 - $172.17 $12,869 - $19,799
-115 Reduced 0.67%
16,995 $2.19 Million
Q4 2019

Feb 13, 2020
BUY
$146.61 - $164.29 $5,864 - $6,571
40 Added 0.23%
17,110 $2.8 Million
Q3 2019

Nov 14, 2019
BUY
$150.3 - $153.62 $374,247 - $382,513
2,490 Added 17.08%
17,070 $2.58 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-1,355 Reduced 8.5%
14,580 $2.19 Million
Q1 2019

May 14, 2019
BUY
N/A
1,081 Added 7.28%
15,935 $2.31 Million
Q4 2018

Feb 13, 2019
BUY
N/A
208 Added 1.42%
14,854 $1.9 Million
Q3 2018

Nov 13, 2018
BUY
N/A
1,102 Added 8.14%
14,646 $2.19 Million
Q2 2018

Aug 14, 2018
BUY
N/A
27 Added 0.2%
13,544 $1.9 Million
Q4 2017

Feb 13, 2018
BUY
N/A
273 Added 2.06%
13,517 $1.86 Million
Q3 2017

Nov 13, 2017
BUY
N/A
13,244
13,244 $1.72 Million

Others Institutions Holding VTI

# of Institutions
3,042
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
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