Essex Financial Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$232K Sell
838
-10
-1% -$2.77K 0.02% 622
2025
Q1
$213K Buy
848
+9
+1% +$2.27K 0.02% 590
2024
Q4
$235K Buy
839
+1
+0.1% +$280 0.02% 559
2024
Q3
$226K Sell
838
-15
-2% -$4.05K 0.02% 567
2024
Q2
$211K Sell
853
-77
-8% -$19K 0.02% 569
2024
Q1
$243K Buy
+930
New +$243K 0.02% 467