Essex Financial Services’s Vanguard Small-Cap Value ETF VBR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.23M | Sell |
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|
2025
Q1 | $3.23M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $5.65M | Buy |
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|
2024
Q2 | $5.08M | Buy |
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|
2024
Q1 | $3.37M | Buy |
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|
2023
Q4 | $3.1M | Sell |
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|
2023
Q3 | $3M | Buy |
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|
2023
Q2 | $3.06M | Sell |
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|
2023
Q1 | $3.05M | Buy |
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|
2022
Q4 | $2.9M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.75M | Buy |
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|
2022
Q1 | $4.31M | Buy |
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|
2021
Q4 | $4.12M | Buy |
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|
2021
Q3 | $3.33M | Buy |
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|
2021
Q2 | $2.18M | Hold |
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|
2021
Q1 | $2.18M | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $309K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $295K | Hold |
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|
2017
Q1 | $295K | Buy |
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|
2016
Q4 | $246K | Buy |
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