EFS
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Essex Financial Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$1.61M Buy
17,876
+102
+0.6% +$9.19K 0.11% 179
2025
Q1
$1.47M Buy
17,774
+57
+0.3% +$4.73K 0.11% 175
2024
Q4
$1.42M Buy
17,717
+17
+0.1% +$1.36K 0.1% 179
2024
Q3
$1.51M Buy
17,700
+1
+0% +$85 0.11% 176
2024
Q2
$1.45M Buy
17,699
+3,661
+26% +$300K 0.11% 177
2024
Q1
$1.14M Sell
14,038
-672
-5% -$54.8K 0.11% 186
2023
Q4
$1.17M Buy
14,710
+51
+0.3% +$4.05K 0.12% 166
2023
Q3
$1.05M Buy
14,659
+1
+0% +$71 0.12% 172
2023
Q2
$1.1M Buy
14,658
+2
+0% +$150 0.13% 163
2023
Q1
$1.08M Buy
14,656
+2
+0% +$147 0.11% 172
2022
Q4
$1.02M Buy
14,654
+8,065
+122% +$561K 0.11% 179
2022
Q3
$408K Sell
6,589
-136
-2% -$8.42K 0.05% 289
2022
Q2
$461K Sell
6,725
-427
-6% -$29.3K 0.05% 284
2022
Q1
$565K Buy
7,152
+877
+14% +$69.3K 0.05% 271
2021
Q4
$536K Buy
6,275
+75
+1% +$6.41K 0.05% 271
2021
Q3
$541K Buy
6,200
+1,960
+46% +$171K 0.06% 258
2021
Q2
$351K Hold
4,240
0.05% 289
2021
Q1
$351K Buy
4,240
+975
+30% +$80.7K 0.06% 235
2020
Q4
$266K Buy
+3,265
New +$266K 0.05% 260
2019
Q3
Sell
-3,935
Closed -$268K 265
2019
Q2
$268K Sell
3,935
-619
-14% -$42.2K 0.08% 197
2019
Q1
$294K Sell
4,554
-5,955
-57% -$384K 0.09% 173
2018
Q4
$605K Buy
+10,509
New +$605K 0.19% 113