EFS
Essex Financial Services’s Vanguard Health Care ETF VHT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.57M | Sell |
6,334
-1,534
| -19% | -$381K | 0.1% | 182 |
|
|
2025
Q1 | $2.08M | Buy |
7,868
+5
| +0.1% | +$1.32K | 0.15% | 138 |
|
|
2024
Q4 | $1.99M | Sell |
7,863
-185
| -2% | -$46.9K | 0.14% | 137 |
|
|
2024
Q3 | $2.23M | Sell |
8,048
-238
| -3% | -$66K | 0.16% | 121 |
|
|
2024
Q2 | $2.26M | Buy |
8,286
+474
| +6% | +$130K | 0.17% | 114 |
|
|
2024
Q1 | $2.11M | Buy |
7,812
+1,633
| +26% | +$442K | 0.19% | 109 |
|
|
2023
Q4 | $1.55M | Buy |
6,179
+11
| +0.2% | +$2.76K | 0.16% | 130 |
|
|
2023
Q3 | $1.45M | Sell |
6,168
-256
| -4% | -$60.2K | 0.17% | 129 |
|
|
2023
Q2 | $1.57M | Sell |
6,424
-303
| -5% | -$74.2K | 0.18% | 119 |
|
|
2023
Q1 | $1.6M | Sell |
6,727
-696
| -9% | -$166K | 0.17% | 127 |
|
|
2022
Q4 | $1.84M | Buy |
7,423
+42
| +0.6% | +$10.4K | 0.2% | 110 |
|
|
2022
Q3 | $1.65M | Hold |
7,381
| – | – | 0.2% | 114 |
|
|
2022
Q2 | $1.74M | Buy |
7,381
+1,657
| +29% | +$390K | 0.19% | 114 |
|
|
2022
Q1 | $1.46M | Buy |
5,724
+255
| +5% | +$64.9K | 0.14% | 153 |
|
|
2021
Q4 | $1.46M | Sell |
5,469
-710
| -11% | -$189K | 0.14% | 154 |
|
|
2021
Q3 | $1.53M | Buy |
6,179
+3,477
| +129% | +$859K | 0.17% | 133 |
|
|
2021
Q2 | $618K | Hold |
2,702
| – | – | 0.09% | 209 |
|
|
2021
Q1 | $618K | Buy |
2,702
+183
| +7% | +$41.9K | 0.11% | 175 |
|
|
2020
Q4 | $564K | Sell |
2,519
-231
| -8% | -$51.7K | 0.11% | 175 |
|
|
2020
Q3 | $561K | Buy |
2,750
+944
| +52% | +$193K | 0.14% | 142 |
|
|
2020
Q2 | $348K | Buy |
1,806
+348
| +24% | +$67.1K | 0.11% | 178 |
|
|
2020
Q1 | $242K | Buy |
1,458
+410
| +39% | +$68.1K | 0.09% | 206 |
|
|
2019
Q4 | $201K | Buy |
+1,048
| New | +$201K | 0.06% | 256 |
|
|
2019
Q1 | – | Sell |
-3,331
| Closed | -$535K | – | 260 |
|
|
2018
Q4 | $535K | Sell |
3,331
-3,937
| -54% | -$632K | 0.16% | 124 |
|
|
2018
Q3 | $1.31M | Sell |
7,268
-1,524
| -17% | -$275K | 0.29% | 83 |
|
|
2018
Q2 | $1.4M | Sell |
8,792
-4,876
| -36% | -$776K | 0.34% | 74 |
|
|
2018
Q1 | $2.1M | Buy |
13,668
+7,024
| +106% | +$1.08M | 0.41% | 64 |
|
|
2017
Q4 | $1.02M | Sell |
6,644
-152
| -2% | -$23.4K | 0.24% | 89 |
|
|
2017
Q3 | $1.04M | Sell |
6,796
-8,172
| -55% | -$1.24M | 0.25% | 88 |
|
|
2017
Q2 | $2.21M | Buy |
14,968
+4,403
| +42% | +$649K | 0.47% | 54 |
|
|
2017
Q1 | $1.46M | Sell |
10,565
-4,180
| -28% | -$576K | 0.33% | 76 |
|
|
2016
Q4 | $1.87M | Sell |
14,745
-1,363
| -8% | -$173K | 0.4% | 68 |
|
|
2016
Q3 | $2.14M | Sell |
16,108
-615
| -4% | -$81.7K | 0.51% | 51 |
|
|
2016
Q2 | $2.18M | Buy |
16,723
+51
| +0.3% | +$6.65K | 0.53% | 50 |
|
|
2016
Q1 | $2.06M | Sell |
16,672
-1,431
| -8% | -$176K | 0.51% | 49 |
|
|
2015
Q4 | $2.41M | Buy |
18,103
+5,569
| +44% | +$740K | 0.58% | 48 |
|
|
2015
Q3 | $1.54M | Buy |
12,534
+3,415
| +37% | +$418K | 0.4% | 65 |
|
|
2015
Q2 | $1.28M | Sell |
9,119
-21
| -0.2% | -$2.94K | 0.33% | 79 |
|
|
2015
Q1 | $1.24M | Buy |
9,140
+2,751
| +43% | +$373K | 0.32% | 79 |
|
|
2014
Q4 | $802K | Buy |
6,389
+2,565
| +67% | +$322K | 0.21% | 121 |
|
|
2014
Q3 | $447K | Buy |
3,824
+489
| +15% | +$57.2K | 0.13% | 176 |
|
|
2014
Q2 | $372K | Buy |
+3,335
| New | +$372K | 0.11% | 199 |
|