EFS
Essex Financial Services’s Vanguard Consumer Discretionary ETF VCR Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Sell |
3,456
-290
| -8% | -$105K | 0.08% | 215 |
|
|
2025
Q1 | $1.22M | Buy |
3,746
+6
| +0.2% | +$1.95K | 0.09% | 202 |
|
|
2024
Q4 | $1.4M | Buy |
3,740
+278
| +8% | +$104K | 0.1% | 180 |
|
|
2024
Q3 | $1.15M | Buy |
3,462
+30
| +0.9% | +$10K | 0.08% | 207 |
|
|
2024
Q2 | $1.03M | Buy |
3,432
+2,191
| +177% | +$655K | 0.08% | 230 |
|
|
2024
Q1 | $394K | Buy |
+1,241
| New | +$394K | 0.04% | 370 |
|