Evercore Wealth Management, LLC Vanguard Growth ETF Transaction History

Evercore Wealth Management, LLC

  • $6.35 Billion
  • Q2 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 11,014 shares of VUG stock, worth $4.21 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,014
Previous 11,098 0.76%
Holding current value
$4.21 Million
Previous $3.82 Million 7.86%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Aug 14, 2024
SELL
$322.46 - $377.11 $27,086 - $31,677
-84 Reduced 0.76%
11,014 $4.12 Million
Q1 2024

May 15, 2024
SELL
$301.05 - $346.61 $6,924 - $7,972
-23 Reduced 0.21%
11,098 $3.82 Million
Q4 2023

Feb 14, 2024
BUY
$261.54 - $312.16 $176,539 - $210,708
675 Added 6.46%
11,121 $3.46 Million
Q3 2023

Nov 14, 2023
SELL
$269.56 - $293.5 $539 - $587
-2 Reduced 0.02%
10,446 $2.84 Million
Q4 2022

Feb 14, 2023
SELL
$208.44 - $233.81 $44,189 - $49,567
-212 Reduced 1.99%
10,448 $2.23 Million
Q3 2022

Nov 14, 2022
BUY
$213.95 - $266.28 $107,188 - $133,406
501 Added 4.93%
10,660 $2.28 Million
Q2 2022

Aug 15, 2022
SELL
$214.97 - $293.87 $16,982 - $23,215
-79 Reduced 0.77%
10,159 $2.26 Million
Q1 2022

May 16, 2022
BUY
$254.37 - $323.09 $267,597 - $339,890
1,052 Added 11.45%
10,238 $2.95 Million
Q3 2021

Nov 15, 2021
SELL
$286.49 - $308.98 $36,957 - $39,858
-129 Reduced 1.38%
9,186 $2.67 Million
Q1 2021

May 17, 2021
BUY
$243.15 - $268.9 $4,863 - $5,378
20 Added 0.22%
9,315 $2.39 Million
Q3 2020

Nov 16, 2020
BUY
$204.41 - $245.48 $40,882 - $49,096
200 Added 2.2%
9,295 $2.12 Million
Q2 2020

Aug 13, 2020
SELL
$149.64 - $204.01 $61,352 - $83,644
-410 Reduced 4.31%
9,095 $1.84 Million
Q1 2020

May 14, 2020
BUY
$137.53 - $201.6 $103,835 - $152,208
755 Added 8.63%
9,505 $1.49 Million
Q4 2019

Feb 13, 2020
BUY
$161.84 - $183.14 $445,383 - $504,001
2,752 Added 45.88%
8,750 $1.59 Million
Q3 2019

Nov 14, 2019
BUY
$165.21 - $169.18 $403,773 - $413,475
2,444 Added 68.77%
5,998 $997,000
Q2 2019

Aug 13, 2019
BUY
N/A
565 Added 18.9%
3,554 $580,000
Q1 2019

May 14, 2019
BUY
N/A
64 Added 2.19%
2,989 $468,000
Q4 2018

Feb 13, 2019
BUY
N/A
1,029 Added 54.27%
2,925 $393,000
Q2 2018

Aug 14, 2018
BUY
N/A
82 Added 4.52%
1,896 $284,000
Q1 2018

May 15, 2018
BUY
N/A
1,200 Added 195.44%
1,814 $257,000
Q4 2017

Feb 13, 2018
SELL
N/A
-699 Reduced 53.24%
614 $86,000
Q3 2017

Nov 13, 2017
BUY
N/A
1,313
1,313 $174,000

Others Institutions Holding VUG

# of Institutions
2,285
Shares Held
242M
Call Options Held
194K
Put Options Held
73.7K
View Full List

About VANGUARD GROWTH ETF

VUG Quotes by TradingView
  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Evercore Wealth Management, LLC Portfolio

Follow Evercore Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evercore Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email