EFS
Essex Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
9,847
+243
| +3% | +$138K | 0.37% | 60 |
|
|
2025
Q1 | $4.94M | Buy |
9,604
+814
| +9% | +$418K | 0.36% | 63 |
|
|
2024
Q4 | $4.74M | Buy |
8,790
+60
| +0.7% | +$32.3K | 0.33% | 68 |
|
|
2024
Q3 | $4.68M | Buy |
8,730
+386
| +5% | +$207K | 0.34% | 67 |
|
|
2024
Q2 | $4.07M | Buy |
8,344
+1,296
| +18% | +$632K | 0.3% | 75 |
|
|
2024
Q1 | $3.39M | Buy |
7,048
+460
| +7% | +$221K | 0.31% | 72 |
|
|
2023
Q4 | $2.88M | Buy |
6,588
+1,349
| +26% | +$589K | 0.3% | 77 |
|
|
2023
Q3 | $2.06M | Sell |
5,239
-330
| -6% | -$130K | 0.24% | 92 |
|
|
2023
Q2 | $2.27M | Buy |
5,569
+303
| +6% | +$123K | 0.26% | 83 |
|
|
2023
Q1 | $1.98M | Sell |
5,266
-3,143
| -37% | -$1.18M | 0.21% | 109 |
|
|
2022
Q4 | $2.95M | Sell |
8,409
-220
| -3% | -$77.3K | 0.31% | 79 |
|
|
2022
Q3 | $2.83M | Sell |
8,629
-2,539
| -23% | -$834K | 0.34% | 71 |
|
|
2022
Q2 | $3.87M | Sell |
11,168
-305
| -3% | -$106K | 0.43% | 54 |
|
|
2022
Q1 | $4.76M | Buy |
11,473
+398
| +4% | +$165K | 0.46% | 55 |
|
|
2021
Q4 | $4.84M | Buy |
11,075
+566
| +5% | +$247K | 0.48% | 49 |
|
|
2021
Q3 | $4.15M | Buy |
10,509
+2,544
| +32% | +$1M | 0.47% | 48 |
|
|
2021
Q2 | $2.9M | Hold |
7,965
| – | – | 0.42% | 54 |
|
|
2021
Q1 | $2.9M | Buy |
7,965
+1,201
| +18% | +$438K | 0.52% | 49 |
|
|
2020
Q4 | $2.33M | Buy |
6,764
+499
| +8% | +$172K | 0.46% | 54 |
|
|
2020
Q3 | $1.93M | Buy |
6,265
+632
| +11% | +$194K | 0.47% | 55 |
|
|
2020
Q2 | $1.6M | Buy |
5,633
+1,510
| +37% | +$428K | 0.49% | 54 |
|
|
2020
Q1 | $976K | Buy |
4,123
+2,806
| +213% | +$664K | 0.35% | 76 |
|
|
2019
Q4 | $390K | Buy |
+1,317
| New | +$390K | 0.11% | 174 |
|
|
2017
Q3 | – | Sell |
-2,142
| Closed | -$476K | – | 349 |
|
|
2017
Q2 | $476K | Buy |
2,142
+92
| +4% | +$20.4K | 0.1% | 197 |
|
|
2017
Q1 | $444K | Buy |
2,050
+75
| +4% | +$16.2K | 0.1% | 192 |
|
|
2016
Q4 | $405K | Buy |
1,975
+130
| +7% | +$26.7K | 0.09% | 205 |
|
|
2016
Q3 | $367K | Buy |
1,845
+35
| +2% | +$6.96K | 0.09% | 214 |
|
|
2016
Q2 | $348K | Buy |
+1,810
| New | +$348K | 0.08% | 219 |
|