EFS
Essex Financial Services’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Sell |
13,723
-425
| -3% | -$33.4K | 0.07% | 237 |
|
|
2025
Q1 | $1.11M | Sell |
14,148
-459
| -3% | -$35.9K | 0.08% | 213 |
|
|
2024
Q4 | $1.13M | Buy |
14,607
+725
| +5% | +$56K | 0.08% | 214 |
|
|
2024
Q3 | $1.08M | Buy |
13,882
+300
| +2% | +$23.4K | 0.08% | 222 |
|
|
2024
Q2 | $1.06M | Buy |
13,582
+434
| +3% | +$33.7K | 0.08% | 224 |
|
|
2024
Q1 | $1.01M | Buy |
13,148
+743
| +6% | +$57K | 0.09% | 208 |
|
|
2023
Q4 | $955K | Buy |
12,405
+1,325
| +12% | +$102K | 0.1% | 198 |
|
|
2023
Q3 | $833K | Sell |
11,080
-1,309
| -11% | -$98.4K | 0.1% | 199 |
|
|
2023
Q2 | $936K | Buy |
12,389
+1,333
| +12% | +$101K | 0.11% | 181 |
|
|
2023
Q1 | $846K | Buy |
11,056
+506
| +5% | +$38.7K | 0.09% | 203 |
|
|
2022
Q4 | $794K | Buy |
10,550
+1,547
| +17% | +$116K | 0.08% | 214 |
|
|
2022
Q3 | $674K | Sell |
9,003
-95
| -1% | -$7.11K | 0.08% | 215 |
|
|
2022
Q2 | $699K | Buy |
9,098
+422
| +5% | +$32.4K | 0.08% | 226 |
|
|
2022
Q1 | $676K | Buy |
8,676
+1,643
| +23% | +$128K | 0.06% | 243 |
|
|
2021
Q4 | $569K | Buy |
7,033
+591
| +9% | +$47.8K | 0.06% | 263 |
|
|
2021
Q3 | $528K | Sell |
6,442
-3,357
| -34% | -$275K | 0.06% | 261 |
|
|
2021
Q2 | $805K | Hold |
9,799
| – | – | 0.12% | 182 |
|
|
2021
Q1 | $805K | Buy |
9,799
+3,408
| +53% | +$280K | 0.14% | 153 |
|
|
2020
Q4 | $530K | Buy |
6,391
+675
| +12% | +$56K | 0.1% | 181 |
|
|
2020
Q3 | $475K | Buy |
+5,716
| New | +$475K | 0.12% | 168 |
|
|
2013
Q4 | – | Sell |
-4,227
| Closed | -$340 | – | 286 |
|
|
2013
Q3 | $340 | Sell |
4,227
-500
| -11% | -$40 | 0.11% | 175 |
|
|
2013
Q2 | $378K | Buy |
+4,727
| New | +$378K | 0.13% | 159 |
|