EVERCORE WEALTH MANAGEMENT, LLC – Vanguard Total Stock Market Index Fund Transaction History
EVERCORE WEALTH MANAGEMENT, LLC portfolio value:
$3.18M
portfolio value
EVERCORE WEALTH MANAGEMENT, LLC quarter portfolio value change:
-4.85%
quarter
Vanguard Total Stock Market Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | Increase | +0.03% | 6 shares | -162K | $179.47 | 17.74K |
| Q2 2022 | share | 0.00% | 0 shares | -692K | $188.62 | 17.73K | |
| Q1 2022 | share | Decrease | -2.01% | -363 shares | -332K | $227.67 | 17.73K |
| Q4 2021 | share | 0.00% | 0 shares | 351K | $242.21 | 18.1K | |
| Q3 2021 | share | Decrease | -3.98% | -751 shares | -181K | $222.06 | 18.1K |
| Q2 2021 | share | Increase | +0.73% | 137 shares | 332K | $222.12 | 18.85K |
| Q1 2021 | share | Decrease | -2.93% | -565 shares | 115K | $205.41 | 18.71K |
| Q4 2020 | share | Increase | +8.91% | 1.57K shares | 738K | $192.8 | 19.27K |
| Q3 2020 | share | Increase | +4.15% | 706 shares | 355K | $168.02 | 17.70K |
| Q2 2020 | share | 0.00% | 0 shares | 469K | $153.8 | 16.99K | |
| Q1 2020 | share | Decrease | -0.67% | -115 shares | -609K | $126.1 | 16.99K |
| Q4 2019 | share | Increase | +0.23% | 40 shares | 222K | $159.31 | 17.11K |
| Q3 2019 | share | Increase | +17.08% | 2.49K shares | 390K | $146.23 | 17.07K |
| Q2 2019 | share | Decrease | -8.50% | -1.35K shares | -118K | $144.68 | 14.58K |
| Q1 2019 | share | Increase | +7.28% | 1.08K shares | 410K | $138.98 | 15.93K |
| Q4 2018 | share | Increase | +1.42% | 208 shares | -296K | $121.91 | 14.85K |
| Q3 2018 | share | Increase | +8.14% | 1.10K shares | 290K | $142.09 | 14.64K |
| Q2 2018 | share | Increase | +0.20% | 27 shares | 67K | $132.7 | 13.54K |
| Q1 2018 | share | 0.00% | 0 shares | -20K | $127.71 | 13.51K | |
| Q4 2017 | share | Increase | +2.06% | 273 shares | 140K | $128.62 | 13.51K |
| Q3 2017 | share | 0.00% | 0 shares | 67K | $120.78 | 13.24K | |
| Q2 2017 | share | 0.00% | 0 shares | 41K | $115.56 | 13.24K | |
| Q1 2017 | share | Increase | +12.47% | 1.46K shares | 249K | $112.13 | 13.24K |
| Q4 2016 | share | Increase | +9.07% | 979 shares | 156K | $106.11 | 11.77K |
| Q3 2016 | share | Increase | +8.69% | 863 shares | 137K | $101.8 | 10.79K |
| Q2 2016 | share | Increase | +21.59% | 1.76K shares | 209K | $97.51 | 9.93K |
| Q1 2016 | share | 0.00% | 0 shares | 4K | $94.96 | 8.17K |