EFS
Essex Financial Services’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $433K | Sell |
7,358
-325
| -4% | -$19.1K | 0.03% | 441 |
|
|
2025
Q1 | $451K | Sell |
7,683
-50
| -0.6% | -$2.93K | 0.03% | 405 |
|
|
2024
Q4 | $450K | Buy |
7,733
+2,807
| +57% | +$163K | 0.03% | 400 |
|
|
2024
Q3 | $288K | Sell |
4,926
-300
| -6% | -$17.6K | 0.02% | 507 |
|
|
2024
Q2 | $306K | Buy |
5,226
+790
| +18% | +$46.2K | 0.02% | 468 |
|
|
2024
Q1 | $258K | Sell |
4,436
-855
| -16% | -$49.7K | 0.02% | 452 |
|
|
2023
Q4 | $309K | Buy |
+5,291
| New | +$309K | 0.03% | 391 |
|
|
2019
Q1 | – | Sell |
-4,607
| Closed | -$277K | – | 258 |
|
|
2018
Q4 | $277K | Buy |
+4,607
| New | +$277K | 0.08% | 188 |
|