EVERCORE WEALTH MANAGEMENT, LLC – Vanguard Large Cap Index Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$3.46M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-5.10%
quarter
Vanguard Large Cap Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -186K | $163.56 | 21.20K | |
| Q2 2022 | share | 0.00% | 0 shares | -766K | $172.35 | 21.20K | |
| Q1 2022 | share | 0.00% | 0 shares | -266K | $208.49 | 21.20K | |
| Q4 2021 | share | 0.00% | 0 shares | 426K | $220.97 | 21.20K | |
| Q3 2021 | share | 0.00% | 0 shares | 4K | $200.92 | 21.20K | |
| Q2 2021 | share | Decrease | -0.58% | -123 shares | 305K | $200.14 | 21.20K |
| Q1 2021 | share | 0.00% | 0 shares | 203K | $184.16 | 21.33K | |
| Q4 2020 | share | Increase | +0.23% | 49 shares | 420K | $174.08 | 21.33K |
| Q3 2020 | share | 0.00% | 0 shares | 286K | $154.35 | 21.28K | |
| Q2 2020 | share | 0.00% | 0 shares | 523K | $140.53 | 21.28K | |
| Q1 2020 | share | 0.00% | 0 shares | -626K | $115.87 | 21.28K | |
| Q4 2019 | share | 0.00% | 0 shares | 245K | $143.88 | 21.28K | |
| Q3 2019 | share | Decrease | -1.02% | -219 shares | 5K | $132 | 21.28K |
| Q2 2019 | share | 0.00% | 0 shares | 105K | $129.91 | 21.5K | |
| Q1 2019 | share | 0.00% | 0 shares | 322K | $124.61 | 21.5K | |
| Q4 2018 | share | Decrease | -2.05% | -450 shares | -462K | $109.63 | 21.5K |
| Q3 2018 | share | 0.00% | 0 shares | 193K | $126.65 | 21.95K | |
| Q2 2018 | share | 0.00% | 0 shares | 77K | $117.78 | 21.95K | |
| Q1 2018 | share | 0.00% | 0 shares | -30K | $113.92 | 21.95K | |
| Q4 2017 | share | Decrease | -2.16% | -485 shares | 102K | $114.71 | 21.95K |
| Q3 2017 | share | Decrease | -7.04% | -1.7K shares | -90K | $107.48 | 22.43K |
| Q2 2017 | share | Decrease | -0.82% | -200 shares | 49K | $102.88 | 24.13K |
| Q1 2017 | share | Decrease | -18.88% | -5.66K shares | -441K | $99.74 | 24.33K |
| Q4 2016 | share | 0.00% | 0 shares | 96K | $94.02 | 30K | |
| Q3 2016 | share | 0.00% | 0 shares | 100K | $90.56 | 30K | |
| Q2 2016 | share | Increase | 0.00% | 30K shares | 2.87M | $87.04 | 30K |