Essex Financial Services’s Vanguard Total World Stock ETF VT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $946K | Sell |
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|
2025
Q1 | $871K | Sell |
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|
2024
Q4 | $902K | Buy |
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|
2024
Q3 | $893K | Sell |
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|
2024
Q2 | $865K | Sell |
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|
2024
Q1 | $943K | Buy |
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|
2023
Q4 | $865K | Buy |
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|
2023
Q3 | $780K | Buy |
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|
2023
Q2 | $807K | Hold |
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|
2023
Q1 | $766K | Hold |
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|
2022
Q4 | $716K | Buy |
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|
2022
Q3 | $656K | Buy |
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|
2022
Q2 | $709K | Sell |
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|
2022
Q1 | $892K | Buy |
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|
2021
Q4 | $653K | Hold |
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|
2021
Q3 | $619K | Buy |
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|
2021
Q2 | $202K | Hold |
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|
2021
Q1 | $202K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $249K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $497K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $283K | Buy |
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|
2017
Q1 | $248K | Buy |
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