EVERCORE WEALTH MANAGEMENT, LLC – Vanguard Growth Index Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$2.28M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.01%
quarter
Vanguard Growth Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +4.93% | 501 shares | 17K | $213.95 | 10.66K |
| Q2 2022 | share | Decrease | -0.77% | -79 shares | -681K | $222.89 | 10.15K |
| Q1 2022 | share | Increase | +11.45% | 1.05K shares | -3K | $287.6 | 10.23K |
| Q4 2021 | share | 0.00% | 0 shares | 282K | $322.48 | 9.18K | |
| Q3 2021 | share | Decrease | -1.38% | -129 shares | -5K | $290.17 | 9.18K |
| Q2 2021 | share | 0.00% | 0 shares | 277K | $286.51 | 9.31K | |
| Q1 2021 | share | Increase | +0.22% | 20 shares | 39K | $256.43 | 9.31K |
| Q4 2020 | share | 0.00% | 0 shares | 240K | $252.36 | 9.29K | |
| Q3 2020 | share | Increase | +2.20% | 200 shares | 277K | $226.32 | 9.29K |
| Q2 2020 | share | Decrease | -4.31% | -410 shares | 349K | $200.57 | 9.09K |
| Q1 2020 | share | Increase | +8.63% | 755 shares | -105K | $155.19 | 9.50K |
| Q4 2019 | share | Increase | +45.88% | 2.75K shares | 597K | $179.98 | 8.75K |
| Q3 2019 | share | Increase | +68.77% | 2.44K shares | 417K | $163.82 | 5.99K |
| Q2 2019 | share | Increase | +18.90% | 565 shares | 112K | $160.6 | 3.55K |
| Q1 2019 | share | Increase | +2.19% | 64 shares | 75K | $153.36 | 2.98K |
| Q4 2018 | share | Increase | +54.27% | 1.02K shares | 88K | $131.34 | 2.92K |
| Q3 2018 | share | 0.00% | 0 shares | 21K | $156.79 | 1.89K | |
| Q2 2018 | share | Increase | +4.52% | 82 shares | 27K | $145.44 | 1.89K |
| Q1 2018 | share | Increase | +195.44% | 1.2K shares | 171K | $137.36 | 1.81K |
| Q4 2017 | share | Decrease | -53.24% | -699 shares | -88K | $135.83 | 614 |
| Q3 2017 | share | 0.00% | 0 shares | 7K | $127.77 | 1.31K | |
| Q2 2017 | share | 0.00% | 0 shares | 8K | $121.89 | 1.31K | |
| Q1 2017 | share | Decrease | -12.23% | -183 shares | -7K | $116.42 | 1.31K |
| Q4 2016 | share | 0.00% | 0 shares | -2K | $106.35 | 1.49K | |
| Q3 2016 | share | 0.00% | 0 shares | 8K | $106.62 | 1.49K | |
| Q2 2016 | share | 0.00% | 0 shares | 1K | $101.44 | 1.49K | |
| Q1 2016 | share | 0.00% | 0 shares | 0 | $100.42 | 1.49K |