EFS
Essex Financial Services’s Vanguard Core Bond ETF VCRB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $475K | Buy |
6,125
+105
| +2% | +$8.15K | 0.03% | 418 |
|
|
2025
Q1 | $466K | Hold |
6,020
| – | – | 0.03% | 398 |
|
|
2024
Q4 | $456K | Buy |
6,020
+715
| +13% | +$54.2K | 0.03% | 395 |
|
|
2024
Q3 | $411K | Hold |
5,305
| – | – | 0.03% | 418 |
|
|
2024
Q2 | $412K | Buy |
5,305
+1,835
| +53% | +$142K | 0.03% | 411 |
|
|
2024
Q1 | $265K | Buy |
+3,470
| New | +$265K | 0.02% | 446 |
|