EFS
Essex Financial Services’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $352K | Buy |
2,616
+1
| +0% | +$134 | 0.02% | 501 |
|
|
2025
Q1 | $302K | Hold |
2,615
| – | – | 0.02% | 492 |
|
|
2024
Q4 | $299K | Buy |
2,615
+1
| +0% | +$114 | 0.02% | 493 |
|
|
2024
Q3 | $319K | Hold |
2,614
| – | – | 0.02% | 476 |
|
|
2024
Q2 | $303K | Buy |
2,614
+63
| +2% | +$7.3K | 0.02% | 470 |
|
|
2024
Q1 | $298K | Sell |
2,551
-17
| -0.7% | -$1.99K | 0.03% | 427 |
|
|
2023
Q4 | $295K | Buy |
2,568
+18
| +0.7% | +$2.07K | 0.03% | 394 |
|
|
2023
Q3 | $271K | Buy |
2,550
+1
| +0% | +$106 | 0.03% | 389 |
|
|
2023
Q2 | $282K | Hold |
2,549
| – | – | 0.03% | 382 |
|
|
2023
Q1 | $278K | Hold |
2,549
| – | – | 0.03% | 390 |
|
|
2022
Q4 | $262K | Buy |
2,549
+1
| +0% | +$103 | 0.03% | 390 |
|
|
2022
Q3 | $236K | Hold |
2,548
| – | – | 0.03% | 396 |
|
|
2022
Q2 | $263K | Buy |
2,548
+1
| +0% | +$103 | 0.03% | 388 |
|
|
2022
Q1 | $316K | Hold |
2,547
| – | – | 0.03% | 361 |
|
|
2021
Q4 | $341K | Buy |
2,547
+47
| +2% | +$6.29K | 0.03% | 345 |
|
|
2021
Q3 | $334K | Hold |
2,500
| – | – | 0.04% | 326 |
|
|
2021
Q2 | $341K | Buy |
+2,500
| New | +$341K | 0.05% | 298 |
|
|
2018
Q2 | – | Sell |
-2,800
| Closed | -$334K | – | 351 |
|
|
2018
Q1 | $334K | Buy |
+2,800
| New | +$334K | 0.07% | 247 |
|
|
2017
Q3 | – | Sell |
-2,775
| Closed | -$300K | – | 350 |
|
|
2017
Q2 | $300K | Hold |
2,775
| – | – | 0.06% | 271 |
|
|
2017
Q1 | $285K | Buy |
+2,775
| New | +$285K | 0.07% | 256 |
|