Evercore Wealth Management, LLC Vanguard Growth ETF Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 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 10,802 shares of VUG stock, worth $4.3 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
10,802
Previous 11,014 1.92%
Holding current value
$4.3 Million
Previous $4.12 Million 0.68%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 14, 2024
SELL
$341.08 - $391.94 $72,308 - $83,091
-212 Reduced 1.92%
10,802 $4.15 Million
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
2,374
Shares Held
241M
Call Options Held
240K
Put Options Held
155K
View Full List

About VANGUARD GROWTH ETF

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