EFS
Essex Financial Services’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.04M | Buy |
25,153
+713
| +3% | +$200K | 0.46% | 45 |
|
|
2025
Q1 | $6.32M | Sell |
24,440
-145
| -0.6% | -$37.5K | 0.46% | 49 |
|
|
2024
Q4 | $6.49M | Buy |
24,585
+687
| +3% | +$181K | 0.46% | 45 |
|
|
2024
Q3 | $6.38M | Sell |
23,898
-1,006
| -4% | -$268K | 0.46% | 48 |
|
|
2024
Q2 | $6.08M | Buy |
24,904
+2,555
| +11% | +$624K | 0.45% | 53 |
|
|
2024
Q1 | $5.58M | Buy |
22,349
+523
| +2% | +$131K | 0.51% | 43 |
|
|
2023
Q4 | $5.08M | Buy |
21,826
+1,687
| +8% | +$392K | 0.52% | 43 |
|
|
2023
Q3 | $4.19M | Sell |
20,139
-133
| -0.7% | -$27.7K | 0.49% | 48 |
|
|
2023
Q2 | $4.46M | Buy |
20,272
+128
| +0.6% | +$28.2K | 0.51% | 46 |
|
|
2023
Q1 | $4.25M | Buy |
20,144
+938
| +5% | +$198K | 0.45% | 57 |
|
|
2022
Q4 | $3.91M | Sell |
19,206
-6,312
| -25% | -$1.29M | 0.41% | 55 |
|
|
2022
Q3 | $4.8M | Sell |
25,518
-5,531
| -18% | -$1.04M | 0.57% | 43 |
|
|
2022
Q2 | $6.12M | Buy |
31,049
+365
| +1% | +$71.9K | 0.68% | 31 |
|
|
2022
Q1 | $7.3M | Buy |
30,684
+802
| +3% | +$191K | 0.7% | 31 |
|
|
2021
Q4 | $7.61M | Buy |
29,882
+2,020
| +7% | +$515K | 0.75% | 28 |
|
|
2021
Q3 | $6.6M | Buy |
27,862
+6,395
| +30% | +$1.51M | 0.75% | 23 |
|
|
2021
Q2 | $4.75M | Hold |
21,467
| – | – | 0.69% | 25 |
|
|
2021
Q1 | $4.75M | Buy |
21,467
+1,068
| +5% | +$236K | 0.85% | 23 |
|
|
2020
Q4 | $4.22M | Buy |
20,399
+1,918
| +10% | +$397K | 0.83% | 25 |
|
|
2020
Q3 | $3.26M | Buy |
18,481
+3,353
| +22% | +$591K | 0.8% | 31 |
|
|
2020
Q2 | $2.48M | Buy |
15,128
+5,174
| +52% | +$848K | 0.76% | 36 |
|
|
2020
Q1 | $1.31M | Buy |
9,954
+5,020
| +102% | +$661K | 0.47% | 54 |
|
|
2019
Q4 | $879K | Buy |
4,934
+1,601
| +48% | +$285K | 0.24% | 94 |
|
|
2019
Q3 | $559K | Buy |
3,333
+304
| +10% | +$51K | 0.18% | 125 |
|
|
2019
Q2 | $506K | Buy |
3,029
+1,258
| +71% | +$210K | 0.15% | 136 |
|
|
2019
Q1 | $285K | Buy |
+1,771
| New | +$285K | 0.09% | 176 |
|
|
2018
Q4 | – | Sell |
-1,449
| Closed | -$238K | – | 294 |
|
|
2018
Q3 | $238K | Hold |
1,449
| – | – | 0.05% | 251 |
|
|
2018
Q2 | $228K | Sell |
1,449
-6,929
| -83% | -$1.09M | 0.05% | 241 |
|
|
2018
Q1 | $1.29M | Buy |
+8,378
| New | +$1.29M | 0.25% | 102 |
|
|
2017
Q3 | – | Sell |
-6,516
| Closed | -$929K | – | 347 |
|
|
2017
Q2 | $929K | Buy |
6,516
+525
| +9% | +$74.9K | 0.2% | 119 |
|
|
2017
Q1 | $834K | Buy |
5,991
+880
| +17% | +$123K | 0.19% | 118 |
|
|
2016
Q4 | $673K | Buy |
+5,111
| New | +$673K | 0.14% | 145 |
|
|
2016
Q2 | – | Sell |
-1,760
| Closed | -$213K | – | 322 |
|
|
2016
Q1 | $213K | Sell |
1,760
-75
| -4% | -$9.08K | 0.05% | 278 |
|
|
2015
Q4 | $220K | Hold |
1,835
| – | – | 0.05% | 284 |
|
|
2015
Q3 | $214K | Buy |
+1,835
| New | +$214K | 0.06% | 290 |
|