Evercore Wealth Management, LLC Vanguard Value ETF Transaction History

Evercore Wealth Management, LLC

$6.56 Billion
Q3 2025

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 2,583 shares of VTV stock, worth $483,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,583

Previous 2,800 7.75%

Holding current value

$483,408

Previous $494,000 2.63%

% of portfolio

0.01%

Previous 0.01%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	$175.51 - $186.57 $38,085 - $40,485	-217 Reduced 7.75%	2,583 $481,000
Q2 2025 Aug 14, 2025	SELL	$153.67 - $176.74 $34,575 - $39,766	-225 Reduced 7.44%	2,800 $494,000
Q3 2024 Nov 14, 2024	SELL	$159.75 - $174.57 $42,333 - $46,261	-265 Reduced 8.05%	3,025 $528,000
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

2,754

Shares Held

586M

Call Options Held

159K

Put Options Held

38.8K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

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Evercore Wealth Management, LLC Vanguard Value ETF Transaction History