EFS
Essex Financial Services’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Sell |
32,973
-112
| -0.3% | -$34K | 0.66% | 30 |
|
|
2025
Q1 | $9.09M | Buy |
33,085
+14
| +0% | +$3.85K | 0.65% | 31 |
|
|
2024
Q4 | $9.58M | Sell |
33,071
-15
| -0% | -$4.35K | 0.68% | 28 |
|
|
2024
Q3 | $9.52M | Sell |
33,086
-69
| -0.2% | -$19.8K | 0.68% | 26 |
|
|
2024
Q2 | $8.68M | Buy |
33,155
+4,181
| +14% | +$1.09M | 0.64% | 30 |
|
|
2024
Q1 | $7.53M | Sell |
28,974
-201
| -0.7% | -$52.2K | 0.69% | 29 |
|
|
2023
Q4 | $6.92M | Buy |
29,175
+2,695
| +10% | +$639K | 0.72% | 30 |
|
|
2023
Q3 | $5.62M | Sell |
26,480
-259
| -1% | -$55K | 0.65% | 34 |
|
|
2023
Q2 | $5.89M | Sell |
26,739
-4
| -0% | -$881 | 0.67% | 36 |
|
|
2023
Q1 | $5.46M | Sell |
26,743
-1,141
| -4% | -$233K | 0.57% | 42 |
|
|
2022
Q4 | $5.33M | Sell |
27,884
-1,671
| -6% | -$319K | 0.56% | 44 |
|
|
2022
Q3 | $5.3M | Sell |
29,555
-440
| -1% | -$79K | 0.63% | 35 |
|
|
2022
Q2 | $5.66M | Sell |
29,995
-14
| -0% | -$2.64K | 0.63% | 38 |
|
|
2022
Q1 | $6.83M | Sell |
30,009
-2,023
| -6% | -$461K | 0.66% | 35 |
|
|
2021
Q4 | $7.73M | Buy |
32,032
+1,446
| +5% | +$349K | 0.76% | 26 |
|
|
2021
Q3 | $6.79M | Buy |
30,586
+13,161
| +76% | +$2.92M | 0.78% | 21 |
|
|
2021
Q2 | $3.6M | Hold |
17,425
| – | – | 0.52% | 44 |
|
|
2021
Q1 | $3.6M | Buy |
17,425
+3,592
| +26% | +$743K | 0.65% | 41 |
|
|
2020
Q4 | $2.69M | Buy |
13,833
+2,463
| +22% | +$479K | 0.53% | 48 |
|
|
2020
Q3 | $1.94M | Buy |
11,370
+1,053
| +10% | +$179K | 0.48% | 54 |
|
|
2020
Q2 | $1.62M | Sell |
10,317
-769
| -7% | -$120K | 0.5% | 52 |
|
|
2020
Q1 | $1.43M | Buy |
11,086
+4,250
| +62% | +$548K | 0.51% | 50 |
|
|
2019
Q4 | $1.12M | Buy |
6,836
+3,146
| +85% | +$515K | 0.31% | 79 |
|
|
2019
Q3 | $557K | Buy |
3,690
+906
| +33% | +$137K | 0.18% | 127 |
|
|
2019
Q2 | $418K | Buy |
2,784
+1,299
| +87% | +$195K | 0.12% | 152 |
|
|
2019
Q1 | $215K | Sell |
1,485
-609
| -29% | -$88.2K | 0.07% | 210 |
|
|
2018
Q4 | $267K | Sell |
2,094
-5,185
| -71% | -$661K | 0.08% | 192 |
|
|
2018
Q3 | $1.09M | Buy |
7,279
+2,585
| +55% | +$387K | 0.24% | 98 |
|
|
2018
Q2 | $659K | Sell |
4,694
-19,816
| -81% | -$2.78M | 0.16% | 132 |
|
|
2018
Q1 | $3.33M | Buy |
24,510
+22,313
| +1,016% | +$3.03M | 0.65% | 43 |
|
|
2017
Q4 | $302K | Buy |
2,197
+135
| +7% | +$18.6K | 0.07% | 211 |
|
|
2017
Q3 | $267K | Sell |
2,062
-16,899
| -89% | -$2.19M | 0.07% | 223 |
|
|
2017
Q2 | $2.36M | Buy |
18,961
+4,464
| +31% | +$556K | 0.5% | 52 |
|
|
2017
Q1 | $1.76M | Buy |
14,497
+1,653
| +13% | +$201K | 0.4% | 62 |
|
|
2016
Q4 | $1.48M | Buy |
12,844
+584
| +5% | +$67.3K | 0.32% | 77 |
|
|
2016
Q3 | $1.37M | Sell |
12,260
-388
| -3% | -$43.2K | 0.32% | 81 |
|
|
2016
Q2 | $1.36M | Buy |
12,648
+2,750
| +28% | +$295K | 0.33% | 79 |
|
|
2016
Q1 | $1.04M | Sell |
9,898
-72
| -0.7% | -$7.54K | 0.26% | 94 |
|
|
2015
Q4 | $1.04M | Buy |
9,970
+353
| +4% | +$36.8K | 0.25% | 98 |
|
|
2015
Q3 | $949K | Buy |
9,617
+1,910
| +25% | +$188K | 0.25% | 97 |
|
|
2015
Q2 | $825K | Buy |
7,707
+2,927
| +61% | +$313K | 0.21% | 116 |
|
|
2015
Q1 | $513K | Buy |
+4,780
| New | +$513K | 0.13% | 179 |
|