EFS
Essex Financial Services’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
94,211
+20,222
| +27% | +$1.15M | 0.35% | 63 |
|
|
2025
Q1 | $3.76M | Buy |
73,989
+846
| +1% | +$43K | 0.27% | 86 |
|
|
2024
Q4 | $3.5M | Buy |
73,143
+1,449
| +2% | +$69.3K | 0.25% | 88 |
|
|
2024
Q3 | $3.65M | Buy |
71,694
+2,451
| +4% | +$125K | 0.26% | 88 |
|
|
2024
Q2 | $3.37M | Buy |
69,243
+17,924
| +35% | +$873K | 0.25% | 89 |
|
|
2024
Q1 | $2.57M | Buy |
51,319
+4,697
| +10% | +$236K | 0.24% | 91 |
|
|
2023
Q4 | $2.23M | Buy |
46,622
+3,441
| +8% | +$165K | 0.23% | 95 |
|
|
2023
Q3 | $1.89M | Buy |
43,181
+4,288
| +11% | +$187K | 0.22% | 101 |
|
|
2023
Q2 | $1.8M | Buy |
38,893
+2,633
| +7% | +$122K | 0.2% | 104 |
|
|
2023
Q1 | $1.64M | Buy |
36,260
+1,650
| +5% | +$74.5K | 0.17% | 122 |
|
|
2022
Q4 | $1.45M | Sell |
34,610
-4,387
| -11% | -$184K | 0.15% | 135 |
|
|
2022
Q3 | $1.42M | Buy |
38,997
+1,849
| +5% | +$67.2K | 0.17% | 125 |
|
|
2022
Q2 | $1.52M | Buy |
37,148
+6,182
| +20% | +$252K | 0.17% | 123 |
|
|
2022
Q1 | $1.49M | Buy |
30,966
+578
| +2% | +$27.8K | 0.14% | 150 |
|
|
2021
Q4 | $1.55M | Buy |
30,388
+425
| +1% | +$21.7K | 0.15% | 147 |
|
|
2021
Q3 | $1.51M | Buy |
29,963
+8,457
| +39% | +$427K | 0.17% | 136 |
|
|
2021
Q2 | $1.06M | Hold |
21,506
| – | – | 0.15% | 143 |
|
|
2021
Q1 | $1.06M | Buy |
21,506
+3,240
| +18% | +$159K | 0.19% | 121 |
|
|
2020
Q4 | $862K | Buy |
18,266
+3,618
| +25% | +$171K | 0.17% | 131 |
|
|
2020
Q3 | $599K | Buy |
14,648
+1,015
| +7% | +$41.5K | 0.15% | 136 |
|
|
2020
Q2 | $529K | Buy |
13,633
+3,191
| +31% | +$124K | 0.16% | 124 |
|
|
2020
Q1 | $348K | Buy |
10,442
+502
| +5% | +$16.7K | 0.12% | 163 |
|
|
2019
Q4 | $438K | Buy |
9,940
+882
| +10% | +$38.9K | 0.12% | 162 |
|
|
2019
Q3 | $372K | Sell |
9,058
-159
| -2% | -$6.53K | 0.12% | 164 |
|
|
2019
Q2 | $384K | Buy |
9,217
+361
| +4% | +$15K | 0.11% | 158 |
|
|
2019
Q1 | $362K | Buy |
8,856
+913
| +11% | +$37.3K | 0.11% | 158 |
|
|
2018
Q4 | $295K | Sell |
7,943
-5,730
| -42% | -$213K | 0.09% | 179 |
|
|
2018
Q3 | $592K | Buy |
13,673
+741
| +6% | +$32.1K | 0.13% | 143 |
|
|
2018
Q2 | $555K | Sell |
12,932
-30,506
| -70% | -$1.31M | 0.13% | 146 |
|
|
2018
Q1 | $1.92M | Buy |
43,438
+38,835
| +844% | +$1.72M | 0.38% | 73 |
|
|
2017
Q4 | $207K | Buy |
+4,603
| New | +$207K | 0.05% | 263 |
|
|
2017
Q3 | – | Sell |
-17,112
| Closed | -$707K | – | 341 |
|
|
2017
Q2 | $707K | Buy |
17,112
+955
| +6% | +$39.5K | 0.15% | 151 |
|
|
2017
Q1 | $635K | Buy |
16,157
+5,329
| +49% | +$209K | 0.15% | 154 |
|
|
2016
Q4 | $396K | Sell |
10,828
-275
| -2% | -$10.1K | 0.08% | 212 |
|
|
2016
Q3 | $414K | Buy |
11,103
+538
| +5% | +$20.1K | 0.1% | 191 |
|
|
2016
Q2 | $374K | Buy |
+10,565
| New | +$374K | 0.09% | 212 |
|
|
2016
Q1 | – | Sell |
-23,440
| Closed | -$861K | – | 324 |
|
|
2015
Q4 | $861K | Sell |
23,440
-2,153
| -8% | -$79.1K | 0.21% | 118 |
|
|
2015
Q3 | $912K | Buy |
25,593
+6,605
| +35% | +$235K | 0.24% | 103 |
|
|
2015
Q2 | $753K | Buy |
+18,988
| New | +$753K | 0.19% | 130 |
|