EFS
Essex Financial Services’s Vanguard Industrials ETF VIS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $828K | Sell |
2,955
-688
| -19% | -$193K | 0.05% | 297 |
|
|
2025
Q1 | $902K | Buy |
3,643
+9
| +0.2% | +$2.23K | 0.07% | 250 |
|
|
2024
Q4 | $925K | Sell |
3,634
-14
| -0.4% | -$3.56K | 0.07% | 246 |
|
|
2024
Q3 | $959K | Buy |
3,648
+71
| +2% | +$18.7K | 0.07% | 253 |
|
|
2024
Q2 | $854K | Buy |
+3,577
| New | +$854K | 0.06% | 269 |
|
|
2018
Q2 | – | Sell |
-2,018
| Closed | -$281K | – | 349 |
|
|
2018
Q1 | $281K | Buy |
+2,018
| New | +$281K | 0.06% | 277 |
|
|
2017
Q3 | – | Sell |
-2,018
| Closed | -$259K | – | 345 |
|
|
2017
Q2 | $259K | Buy |
+2,018
| New | +$259K | 0.05% | 292 |
|