Essex Financial Services’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.33M | Sell |
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|
2025
Q1 | $5.33M | Buy |
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|
2024
Q4 | $5.14M | Buy |
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|
2024
Q3 | $4.89M | Sell |
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|
2024
Q2 | $4.93M | Buy |
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|
2024
Q1 | $5.01M | Buy |
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|
2023
Q4 | $4.64M | Buy |
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|
2023
Q3 | $3.6M | Buy |
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|
2023
Q2 | $3.78M | Sell |
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|
2023
Q1 | $3.74M | Sell |
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|
2022
Q4 | $3.7M | Sell |
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|
2022
Q3 | $3.51M | Sell |
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|
2022
Q2 | $3.9M | Sell |
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|
2022
Q1 | $5.13M | Buy |
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|
2021
Q4 | $3.99M | Buy |
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|
2021
Q3 | $3.43M | Buy |
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|
2021
Q2 | $2.5M | Hold |
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|
2021
Q1 | $2.5M | Buy |
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|
2020
Q4 | $1.96M | Buy |
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|
2020
Q3 | $1.03M | Buy |
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|
2020
Q2 | $836K | Sell |
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|
2020
Q1 | $663K | Buy |
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|
2019
Q4 | $287K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $286K | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.06M | Sell |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $560K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $709K | Buy |
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|
2017
Q1 | $537K | Buy |
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|
2016
Q4 | $470K | Buy |
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|
2016
Q3 | $409K | Hold |
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|
2016
Q2 | $387K | Sell |
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|
2016
Q1 | $375K | Hold |
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|
2015
Q4 | $372K | Buy |
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|
2015
Q3 | $344K | Hold |
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|
2015
Q2 | $388K | Hold |
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|
2015
Q1 | $391K | Buy |
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