Essex Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
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|
2025
Q1 | $6.32M | Sell |
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|
2024
Q4 | $6.49M | Buy |
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|
2024
Q3 | $6.38M | Sell |
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|
2024
Q2 | $6.08M | Buy |
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|
2024
Q1 | $5.58M | Buy |
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|
2023
Q4 | $5.08M | Buy |
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|
2023
Q3 | $4.19M | Sell |
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|
2023
Q2 | $4.46M | Buy |
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|
2023
Q1 | $4.25M | Buy |
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|
2022
Q4 | $3.91M | Sell |
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|
2022
Q3 | $4.8M | Sell |
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|
2022
Q2 | $6.12M | Buy |
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|
2022
Q1 | $7.3M | Buy |
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|
2021
Q4 | $7.61M | Buy |
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|
2021
Q3 | $6.6M | Buy |
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|
2021
Q2 | $4.75M | Hold |
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|
2021
Q1 | $4.75M | Buy |
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|
2020
Q4 | $4.22M | Buy |
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|
2020
Q3 | $3.26M | Buy |
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|
2020
Q2 | $2.48M | Buy |
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|
2020
Q1 | $1.31M | Buy |
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|
2019
Q4 | $879K | Buy |
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|
2019
Q3 | $559K | Buy |
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|
2019
Q2 | $506K | Buy |
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|
2019
Q1 | $285K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $238K | Hold |
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|
2018
Q2 | $228K | Sell |
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|
2018
Q1 | $1.29M | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $929K | Buy |
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|
2017
Q1 | $834K | Buy |
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|
2016
Q4 | $673K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $213K | Sell |
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|
2015
Q4 | $220K | Hold |
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|
2015
Q3 | $214K | Buy |
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