Essex Financial Services’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.59M | Buy |
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|
2025
Q1 | $4.94M | Buy |
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|
2024
Q4 | $4.74M | Buy |
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|
2024
Q3 | $4.68M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $3.39M | Buy |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $2.06M | Sell |
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|
2023
Q2 | $2.27M | Buy |
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|
2023
Q1 | $1.98M | Sell |
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|
2022
Q4 | $2.95M | Sell |
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|
2022
Q3 | $2.83M | Sell |
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|
2022
Q2 | $3.87M | Sell |
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|
2022
Q1 | $4.76M | Buy |
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|
2021
Q4 | $4.83M | Buy |
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|
2021
Q3 | $4.14M | Buy |
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|
2021
Q2 | $2.9M | Hold |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $2.33M | Buy |
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|
2020
Q3 | $1.93M | Buy |
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|
2020
Q2 | $1.6M | Buy |
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|
2020
Q1 | $976K | Buy |
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|
2019
Q4 | $390K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $476K | Buy |
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|
2017
Q1 | $444K | Buy |
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|
2016
Q4 | $405K | Buy |
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|
2016
Q3 | $367K | Buy |
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|
2016
Q2 | $348K | Buy |
|