EFS
Essex Financial Services’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $404K | Buy |
1,422
+79
| +6% | +$22.5K | 0.03% | 456 |
|
|
2025
Q1 | $329K | Buy |
1,343
+15
| +1% | +$3.67K | 0.02% | 477 |
|
|
2024
Q4 | $337K | Hold |
1,328
| – | – | 0.02% | 460 |
|
|
2024
Q3 | $330K | Hold |
1,328
| – | – | 0.02% | 464 |
|
|
2024
Q2 | $299K | Buy |
+1,328
| New | +$299K | 0.02% | 476 |
|