EFS
Essex Financial Services’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.02M | Sell |
25,391
-4,606
| -15% | -$366K | 0.13% | 152 |
|
|
2025
Q1 | $2.37M | Buy |
29,997
+2,715
| +10% | +$214K | 0.17% | 122 |
|
|
2024
Q4 | $2.13M | Sell |
27,282
-265
| -1% | -$20.7K | 0.15% | 133 |
|
|
2024
Q3 | $2.17M | Sell |
27,547
-875
| -3% | -$68.8K | 0.16% | 125 |
|
|
2024
Q2 | $2.22M | Buy |
28,422
+4,113
| +17% | +$322K | 0.17% | 119 |
|
|
2024
Q1 | $1.88M | Sell |
24,309
-2,077
| -8% | -$161K | 0.17% | 117 |
|
|
2023
Q4 | $2.04M | Buy |
26,386
+11,505
| +77% | +$890K | 0.21% | 104 |
|
|
2023
Q3 | $1.12M | Buy |
14,881
+196
| +1% | +$14.7K | 0.13% | 163 |
|
|
2023
Q2 | $1.11M | Buy |
14,685
+491
| +3% | +$37.2K | 0.13% | 162 |
|
|
2023
Q1 | $1.08M | Buy |
14,194
+647
| +5% | +$49.3K | 0.11% | 171 |
|
|
2022
Q4 | $1.02M | Sell |
13,547
-514
| -4% | -$38.6K | 0.11% | 180 |
|
|
2022
Q3 | $1.04M | Buy |
14,061
+3,365
| +31% | +$250K | 0.12% | 153 |
|
|
2022
Q2 | $816K | Buy |
10,696
+995
| +10% | +$75.9K | 0.09% | 203 |
|
|
2022
Q1 | $758K | Sell |
9,701
-554
| -5% | -$43.3K | 0.07% | 231 |
|
|
2021
Q4 | $833K | Sell |
10,255
-453
| -4% | -$36.8K | 0.08% | 220 |
|
|
2021
Q3 | $882K | Buy |
10,708
+1,655
| +18% | +$136K | 0.1% | 198 |
|
|
2021
Q2 | $747K | Hold |
9,053
| – | – | 0.11% | 192 |
|
|
2021
Q1 | $747K | Buy |
+9,053
| New | +$747K | 0.13% | 161 |
|
|
2018
Q2 | – | Sell |
-6,568
| Closed | -$515K | – | 344 |
|
|
2018
Q1 | $515K | Buy |
+6,568
| New | +$515K | 0.1% | 193 |
|