EFS
Essex Financial Services’s Vanguard Short-Term Tax-Exempt Bond ETF VTES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $396K | Sell |
3,920
-4,250
| -52% | -$429K | 0.03% | 465 |
|
|
2025
Q1 | $821K | Sell |
8,170
-300
| -4% | -$30.2K | 0.06% | 276 |
|
|
2024
Q4 | $849K | Sell |
8,470
-90
| -1% | -$9.02K | 0.06% | 262 |
|
|
2024
Q3 | $863K | Buy |
8,560
+4,270
| +100% | +$431K | 0.06% | 271 |
|
|
2024
Q2 | $432K | Buy |
+4,290
| New | +$432K | 0.03% | 395 |
|