EVERCORE WEALTH MANAGEMENT, LLC – Vanguard Total World Stock Index Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$645,000
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-7.57%
quarter
Vanguard Total World Stock Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -53K | $78.88 | 8.17K | |
| Q2 2022 | share | 0.00% | 0 shares | -130K | $85.34 | 8.17K | |
| Q1 2022 | share | 0.00% | 0 shares | -50K | $101.29 | 8.17K | |
| Q4 2021 | share | Increase | +5.61% | 434 shares | 90K | $107.72 | 8.17K |
| Q3 2021 | share | 0.00% | 0 shares | -14K | $101.83 | 7.74K | |
| Q2 2021 | share | 0.00% | 0 shares | 49K | $103.2 | 7.74K | |
| Q1 2021 | share | Decrease | -54.34% | -9.21K shares | -816K | $96.43 | 7.74K |
| Q4 2020 | share | Increase | +109.28% | 8.85K shares | 916K | $91.52 | 16.95K |
| Q3 2020 | share | Increase | +2.53% | 200 shares | 62K | $79.24 | 8.1K |
| Q2 2020 | share | 0.00% | 0 shares | 95K | $73.13 | 7.9K | |
| Q1 2020 | share | 0.00% | 0 shares | -144K | $61.11 | 7.9K | |
| Q4 2019 | share | Increase | +3.09% | 237 shares | 67K | $78.49 | 7.9K |
| Q3 2019 | share | 0.00% | 0 shares | -3K | $71.96 | 7.66K | |
| Q2 2019 | share | 0.00% | 0 shares | 15K | $71.87 | 7.66K | |
| Q1 2019 | share | 0.00% | 0 shares | 59K | $69.45 | 7.66K | |
| Q4 2018 | share | Increase | +8.63% | 609 shares | -33K | $61.89 | 7.66K |
| Q3 2018 | share | 0.00% | 0 shares | 17K | $71.14 | 7.05K | |
| Q2 2018 | share | Increase | +0.99% | 69 shares | 4K | $68.5 | 7.05K |
| Q1 2018 | share | 0.00% | 0 shares | -5K | $68.24 | 6.98K | |
| Q4 2017 | share | 0.00% | 0 shares | 25K | $68.59 | 6.98K | |
| Q3 2017 | share | 0.00% | 0 shares | 22K | $64.88 | 6.98K | |
| Q2 2017 | share | 0.00% | 0 shares | 16K | $61.65 | 6.98K | |
| Q1 2017 | share | 0.00% | 0 shares | 30K | $59.13 | 6.98K | |
| Q4 2016 | share | 0.00% | 0 shares | 1K | $55.09 | 6.98K | |
| Q3 2016 | share | 0.00% | 0 shares | 19K | $54.55 | 6.98K | |
| Q2 2016 | share | 0.00% | 0 shares | 3K | $51.79 | 6.98K | |
| Q1 2016 | share | Increase | +5.58% | 369 shares | 22K | $51.03 | 6.98K |