EFS
Essex Financial Services’s Vanguard Mid-Cap Value ETF VOE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $885K | Buy |
5,381
+213
| +4% | +$35K | 0.06% | 284 |
|
|
2025
Q1 | $830K | Sell |
5,168
-3
| -0.1% | -$482 | 0.06% | 272 |
|
|
2024
Q4 | $836K | Buy |
5,171
+37
| +0.7% | +$5.99K | 0.06% | 268 |
|
|
2024
Q3 | $863K | Sell |
5,134
-608
| -11% | -$102K | 0.06% | 273 |
|
|
2024
Q2 | $890K | Buy |
5,742
+1,033
| +22% | +$160K | 0.07% | 259 |
|
|
2024
Q1 | $734K | Sell |
4,709
-127
| -3% | -$19.8K | 0.07% | 253 |
|
|
2023
Q4 | $701K | Sell |
4,836
-821
| -15% | -$119K | 0.07% | 245 |
|
|
2023
Q3 | $741K | Buy |
5,657
+86
| +2% | +$11.3K | 0.09% | 221 |
|
|
2023
Q2 | $771K | Sell |
5,571
-39
| -0.7% | -$5.4K | 0.09% | 211 |
|
|
2023
Q1 | $752K | Buy |
5,610
+870
| +18% | +$117K | 0.08% | 228 |
|
|
2022
Q4 | $641K | Buy |
4,740
+1,558
| +49% | +$211K | 0.07% | 241 |
|
|
2022
Q3 | $387K | Buy |
3,182
+21
| +0.7% | +$2.55K | 0.05% | 296 |
|
|
2022
Q2 | $409K | Buy |
3,161
+193
| +7% | +$25K | 0.05% | 308 |
|
|
2022
Q1 | $444K | Buy |
2,968
+409
| +16% | +$61.2K | 0.04% | 308 |
|
|
2021
Q4 | $385K | Hold |
2,559
| – | – | 0.04% | 323 |
|
|
2021
Q3 | $357K | Buy |
2,559
+192
| +8% | +$26.8K | 0.04% | 318 |
|
|
2021
Q2 | $333K | Buy |
+2,367
| New | +$333K | 0.05% | 306 |
|