Evercore Wealth Management, LLC Vanguard Value ETF Transaction History

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Value ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 3,290 shares of VTV stock, worth $572,394. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,290
Previous 3,170 3.79%
Holding current value
$572,394
Previous $516,000 2.13%
% of portfolio
0.01%
Previous 0.01%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024
BUY
$154.57 - $163.65 $18,548 - $19,638
120 Added 3.79%
3,290 $527,000
Q1 2024

May 15, 2024
SELL
$147.46 - $162.86 $603,553 - $666,585
-4,093 Reduced 56.35%
3,170 $516,000
Q4 2023

Feb 14, 2024
SELL
$131.82 - $149.95 $435,665 - $495,584
-3,305 Reduced 31.27%
7,263 $1.09 Million
Q2 2023

Aug 04, 2023
SELL
$134.74 - $142.42 $162,631 - $171,900
-1,207 Reduced 10.25%
10,568 $1.5 Million
Q1 2023

May 15, 2023
BUY
$132.13 - $144.96 $104,250 - $114,373
789 Added 7.18%
11,775 $1.63 Million
Q4 2022

Feb 14, 2023
SELL
$124.69 - $146.24 $65,212 - $76,483
-523 Reduced 4.54%
10,986 $1.54 Million
Q3 2022

Nov 14, 2022
BUY
$123.48 - $143.43 $2,593 - $3,012
21 Added 0.18%
11,509 $1.42 Million
Q4 2021

Feb 14, 2022
SELL
$136.43 - $147.24 $133,974 - $144,589
-982 Reduced 7.87%
11,488 $1.69 Million
Q2 2021

Aug 16, 2021
SELL
$132.12 - $141.17 $13,212 - $14,116
-100 Reduced 0.8%
12,470 $1.71 Million
Q1 2021

May 17, 2021
BUY
$117.44 - $132.31 $21,139 - $23,815
180 Added 1.45%
12,570 $1.65 Million
Q4 2020

Feb 16, 2021
BUY
$101.75 - $119.15 $243,793 - $285,483
2,396 Added 23.97%
12,390 $1.47 Million
Q3 2020

Nov 16, 2020
BUY
$98.37 - $109.49 $26,068 - $29,014
265 Added 2.72%
9,994 $1.04 Million
Q2 2020

Aug 13, 2020
SELL
$85.23 - $110.16 $57,359 - $74,137
-673 Reduced 6.47%
9,729 $969,000
Q1 2020

May 14, 2020
BUY
$76.76 - $121.42 $51,659 - $81,715
673 Added 6.92%
10,402 $926,000
Q3 2019

Nov 14, 2019
BUY
$111.23 - $113.16 $361,386 - $367,656
3,249 Added 50.14%
9,729 $1.09 Million
Q2 2019

Aug 13, 2019
BUY
N/A
189 Added 3.0%
6,480 $719,000
Q1 2019

May 14, 2019
BUY
N/A
563 Added 9.83%
6,291 $677,000
Q4 2018

Feb 13, 2019
BUY
N/A
93 Added 1.65%
5,728 $561,000
Q2 2018

Aug 14, 2018
BUY
N/A
692 Added 14.0%
5,635 $585,000
Q4 2017

Feb 13, 2018
SELL
N/A
-339 Reduced 6.42%
4,943 $526,000
Q3 2017

Nov 13, 2017
BUY
N/A
5,282
5,282 $527,000

Others Institutions Holding VTV

# of Institutions
2,185
Shares Held
507M
Call Options Held
142K
Put Options Held
35.7K
View Full List

About VANGUARD VALUE ETF

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