EFS
VSDM

Essex Financial Services’s Vanguard Short Duration Tax-Exempt Bond ETF VSDM Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$913K Buy
12,055
+4,950
+70% +$375K 0.06% 276
2025
Q1
$535K Buy
+7,105
New +$535K 0.04% 366