EFS
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Essex Financial Services’s Vanguard Mega Cap Value ETF MGV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$356K Hold
2,716
0.02% 496
2025
Q1
$350K Buy
2,716
+871
+47% +$112K 0.03% 461
2024
Q4
$230K Buy
+1,845
New +$230K 0.02% 567