EFS
Essex Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
7,359
-156
| -2% | -$20.1K | 0.06% | 267 |
|
|
2025
Q1 | $871K | Sell |
7,515
-161
| -2% | -$18.7K | 0.06% | 256 |
|
|
2024
Q4 | $902K | Buy |
7,676
+210
| +3% | +$24.7K | 0.06% | 254 |
|
|
2024
Q3 | $893K | Sell |
7,466
-355
| -5% | -$42.5K | 0.06% | 266 |
|
|
2024
Q2 | $865K | Sell |
7,821
-711
| -8% | -$78.6K | 0.06% | 266 |
|
|
2024
Q1 | $943K | Buy |
8,532
+123
| +1% | +$13.6K | 0.09% | 218 |
|
|
2023
Q4 | $865K | Buy |
8,409
+41
| +0.5% | +$4.22K | 0.09% | 216 |
|
|
2023
Q3 | $780K | Buy |
8,368
+51
| +0.6% | +$4.75K | 0.09% | 211 |
|
|
2023
Q2 | $807K | Hold |
8,317
| – | – | 0.09% | 207 |
|
|
2023
Q1 | $766K | Hold |
8,317
| – | – | 0.08% | 222 |
|
|
2022
Q4 | $716K | Buy |
8,317
+1
| +0% | +$86 | 0.08% | 222 |
|
|
2022
Q3 | $656K | Buy |
8,316
+9
| +0.1% | +$710 | 0.08% | 221 |
|
|
2022
Q2 | $709K | Sell |
8,307
-497
| -6% | -$42.4K | 0.08% | 223 |
|
|
2022
Q1 | $892K | Buy |
8,804
+2,723
| +45% | +$276K | 0.09% | 215 |
|
|
2021
Q4 | $653K | Hold |
6,081
| – | – | 0.06% | 252 |
|
|
2021
Q3 | $619K | Buy |
6,081
+4,001
| +192% | +$407K | 0.07% | 246 |
|
|
2021
Q2 | $202K | Hold |
2,080
| – | – | 0.03% | 440 |
|
|
2021
Q1 | $202K | Buy |
+2,080
| New | +$202K | 0.04% | 340 |
|
|
2018
Q4 | – | Sell |
-3,288
| Closed | -$249K | – | 296 |
|
|
2018
Q3 | $249K | Buy |
+3,288
| New | +$249K | 0.05% | 244 |
|
|
2018
Q2 | – | Sell |
-6,751
| Closed | -$497K | – | 352 |
|
|
2018
Q1 | $497K | Buy |
+6,751
| New | +$497K | 0.1% | 197 |
|
|
2017
Q3 | – | Sell |
-4,185
| Closed | -$283K | – | 351 |
|
|
2017
Q2 | $283K | Buy |
4,185
+385
| +10% | +$26K | 0.06% | 279 |
|
|
2017
Q1 | $248K | Buy |
+3,800
| New | +$248K | 0.06% | 282 |
|