EFS
Essex Financial Services’s Vanguard Short-Term Inflation-Protected Securities Index Fund VTIP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $790K | Sell |
15,710
-600
| -4% | -$30.2K | 0.05% | 310 |
|
|
2025
Q1 | $814K | Sell |
16,310
-1,100
| -6% | -$54.9K | 0.06% | 278 |
|
|
2024
Q4 | $843K | Hold |
17,410
| – | – | 0.06% | 264 |
|
|
2024
Q3 | $851K | Buy |
17,410
+5,000
| +40% | +$244K | 0.06% | 276 |
|
|
2024
Q2 | $602K | Sell |
12,410
-13,100
| -51% | -$636K | 0.04% | 336 |
|
|
2024
Q1 | $1.22M | Sell |
25,510
-242
| -0.9% | -$11.6K | 0.11% | 180 |
|
|
2023
Q4 | $1.22M | Sell |
25,752
-401
| -2% | -$19K | 0.13% | 158 |
|
|
2023
Q3 | $1.24M | Hold |
26,153
| – | – | 0.14% | 147 |
|
|
2023
Q2 | $1.24M | Sell |
26,153
-4,100
| -14% | -$194K | 0.14% | 148 |
|
|
2023
Q1 | $1.45M | Sell |
30,253
-1,896
| -6% | -$90.7K | 0.15% | 139 |
|
|
2022
Q4 | $1.5M | Sell |
32,149
-4,975
| -13% | -$232K | 0.16% | 129 |
|
|
2022
Q3 | $1.79M | Sell |
37,124
-3,867
| -9% | -$186K | 0.21% | 108 |
|
|
2022
Q2 | $2.05M | Buy |
40,991
+20,420
| +99% | +$1.02M | 0.23% | 103 |
|
|
2022
Q1 | $1.05M | Buy |
+20,571
| New | +$1.05M | 0.1% | 195 |
|