EFS
Essex Financial Services’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.97M | Sell |
4,483
-34
| -0.8% | -$22.6K | 0.2% | 118 |
|
|
2025
Q1 | $2.45M | Buy |
4,517
+76
| +2% | +$41.2K | 0.18% | 118 |
|
|
2024
Q4 | $2.76M | Buy |
4,441
+468
| +12% | +$291K | 0.2% | 116 |
|
|
2024
Q3 | $2.41M | Sell |
3,973
-9
| -0.2% | -$5.46K | 0.17% | 114 |
|
|
2024
Q2 | $2.12M | Buy |
3,982
+1,402
| +54% | +$746K | 0.16% | 125 |
|
|
2024
Q1 | $1.35M | Sell |
2,580
-424
| -14% | -$222K | 0.12% | 166 |
|
|
2023
Q4 | $1.45M | Sell |
3,004
-44
| -1% | -$21.3K | 0.15% | 137 |
|
|
2023
Q3 | $1.26M | Buy |
3,048
+94
| +3% | +$39K | 0.15% | 143 |
|
|
2023
Q2 | $1.31M | Hold |
2,954
| – | – | 0.15% | 140 |
|
|
2023
Q1 | $1.14M | Buy |
2,954
+237
| +9% | +$91.4K | 0.12% | 166 |
|
|
2022
Q4 | $867K | Sell |
2,717
-565
| -17% | -$180K | 0.09% | 197 |
|
|
2022
Q3 | $1.01M | Sell |
3,282
-325
| -9% | -$99.9K | 0.12% | 158 |
|
|
2022
Q2 | $1.18M | Sell |
3,607
-1,145
| -24% | -$374K | 0.13% | 151 |
|
|
2022
Q1 | $1.98M | Buy |
4,752
+2,673
| +129% | +$1.11M | 0.19% | 117 |
|
|
2021
Q4 | $953K | Buy |
2,079
+27
| +1% | +$12.4K | 0.09% | 204 |
|
|
2021
Q3 | $823K | Buy |
2,052
+351
| +21% | +$141K | 0.09% | 205 |
|
|
2021
Q2 | $610K | Hold |
1,701
| – | – | 0.09% | 212 |
|
|
2021
Q1 | $610K | Buy |
1,701
+138
| +9% | +$49.5K | 0.11% | 178 |
|
|
2020
Q4 | $553K | Buy |
1,563
+203
| +15% | +$71.8K | 0.11% | 177 |
|
|
2020
Q3 | $424K | Buy |
1,360
+109
| +9% | +$34K | 0.1% | 178 |
|
|
2020
Q2 | $349K | Buy |
1,251
+55
| +5% | +$15.3K | 0.11% | 177 |
|
|
2020
Q1 | $253K | Buy |
1,196
+171
| +17% | +$36.2K | 0.09% | 201 |
|
|
2019
Q4 | $251K | Buy |
+1,025
| New | +$251K | 0.07% | 230 |
|
|
2019
Q1 | – | Sell |
-1,499
| Closed | -$250K | – | 259 |
|
|
2018
Q4 | $250K | Sell |
1,499
-8,431
| -85% | -$1.41M | 0.08% | 203 |
|
|
2018
Q3 | $2.01M | Buy |
9,930
+1,798
| +22% | +$364K | 0.44% | 63 |
|
|
2018
Q2 | $1.48M | Sell |
8,132
-3,447
| -30% | -$625K | 0.36% | 72 |
|
|
2018
Q1 | $1.98M | Buy |
11,579
+5,471
| +90% | +$936K | 0.39% | 69 |
|
|
2017
Q4 | $1.01M | Buy |
6,108
+764
| +14% | +$126K | 0.24% | 91 |
|
|
2017
Q3 | $812K | Sell |
5,344
-5,430
| -50% | -$825K | 0.2% | 104 |
|
|
2017
Q2 | $1.52M | Buy |
10,774
+4,438
| +70% | +$625K | 0.32% | 82 |
|
|
2017
Q1 | $859K | Sell |
6,336
-2,150
| -25% | -$291K | 0.2% | 115 |
|
|
2016
Q4 | $1.03M | Buy |
8,486
+2,705
| +47% | +$329K | 0.22% | 108 |
|
|
2016
Q3 | $696K | Sell |
5,781
-605
| -9% | -$72.8K | 0.17% | 133 |
|
|
2016
Q2 | $684K | Sell |
6,386
-150
| -2% | -$16.1K | 0.17% | 134 |
|
|
2016
Q1 | $716K | Sell |
6,536
-575
| -8% | -$63K | 0.18% | 129 |
|
|
2015
Q4 | $770K | Buy |
7,111
+1,431
| +25% | +$155K | 0.18% | 124 |
|
|
2015
Q3 | $568K | Buy |
+5,680
| New | +$568K | 0.15% | 153 |
|