EFS
Essex Financial Services’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $275K | Buy |
3,740
+785
| +27% | +$57.8K | 0.02% | 576 |
|
|
2025
Q1 | $217K | Sell |
2,955
-66
| -2% | -$4.85K | 0.02% | 584 |
|
|
2024
Q4 | $217K | Hold |
3,021
| – | – | 0.02% | 584 |
|
|
2024
Q3 | $222K | Hold |
3,021
| – | – | 0.02% | 576 |
|
|
2024
Q2 | $222K | Buy |
3,021
+152
| +5% | +$11.2K | 0.02% | 561 |
|
|
2024
Q1 | $208K | Sell |
2,869
-507
| -15% | -$36.8K | 0.02% | 506 |
|
|
2023
Q4 | $248K | Buy |
3,376
+489
| +17% | +$36K | 0.03% | 438 |
|
|
2023
Q3 | $201K | Sell |
2,887
-810
| -22% | -$56.5K | 0.02% | 447 |
|
|
2023
Q2 | $269K | Buy |
3,697
+810
| +28% | +$58.9K | 0.03% | 386 |
|
|
2023
Q1 | $213K | Sell |
2,887
-68
| -2% | -$5.02K | 0.02% | 457 |
|
|
2022
Q4 | $212K | Buy |
+2,955
| New | +$212K | 0.02% | 446 |
|
|
2021
Q4 | – | Sell |
-3,378
| Closed | -$289K | – | 498 |
|
|
2021
Q3 | $289K | Sell |
3,378
-6,182
| -65% | -$529K | 0.03% | 351 |
|
|
2021
Q2 | $810K | Hold |
9,560
| – | – | 0.12% | 181 |
|
|
2021
Q1 | $810K | Sell |
9,560
-2,799
| -23% | -$237K | 0.15% | 152 |
|
|
2020
Q4 | $1.09M | Sell |
12,359
-303
| -2% | -$26.7K | 0.22% | 109 |
|
|
2020
Q3 | $1.12M | Buy |
12,662
+6,377
| +101% | +$563K | 0.27% | 86 |
|
|
2020
Q2 | $555K | Buy |
+6,285
| New | +$555K | 0.17% | 121 |
|