Evercore Wealth Management, LLC Vanguard Large Cap ETF Transaction History

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Vanguard Large Cap ETF stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 14,607 shares of VV stock, worth $4 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
14,607
Previous 15,147 3.57%
Holding current value
$4 Million
Previous $3.99 Million 1.23%
% of portfolio
0.06%
Previous 0.06%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$260.27 - $280.65 $140,545 - $151,551
-540 Reduced 3.57%
14,607 $3.94 Million
Q1 2024

May 15, 2024
SELL
$214.62 - $240.49 $429,240 - $480,980
-2,000 Reduced 11.66%
15,147 $3.63 Million
Q3 2023

Nov 14, 2023
SELL
$195.09 - $209.59 $780,360 - $838,360
-4,000 Reduced 18.92%
17,147 $3.36 Million
Q1 2023

May 15, 2023
SELL
$172.79 - $190.36 $1,382 - $1,522
-8 Reduced 0.04%
21,147 $3.95 Million
Q4 2022

Feb 14, 2023
SELL
$162.98 - $185.93 $8,474 - $9,668
-52 Reduced 0.25%
21,155 $3.69 Million
Q2 2021

Aug 16, 2021
SELL
$187.36 - $200.75 $23,045 - $24,692
-123 Reduced 0.58%
21,207 $4.26 Million
Q4 2020

Feb 16, 2021
BUY
$152.54 - $175.74 $7,474 - $8,611
49 Added 0.23%
21,330 $3.75 Million
Q3 2019

Nov 14, 2019
SELL
$135.59 - $138.25 $29,694 - $30,276
-219 Reduced 1.02%
21,281 $2.9 Million
Q4 2018

Feb 13, 2019
SELL
N/A
-450 Reduced 2.05%
21,500 $2.47 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-485 Reduced 2.16%
21,950 $2.69 Million
Q3 2017

Nov 13, 2017
BUY
N/A
22,435
22,435 $2.59 Million

Others Institutions Holding VV

# of Institutions
1,270
Shares Held
104M
Call Options Held
40K
Put Options Held
41.2K
View Full List

About VANGUARD LARGE-CAP ETF

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