Essex Financial Services’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14.4M | Buy |
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|
2025
Q1 | $14M | Buy |
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|
2024
Q4 | $13.3M | Sell |
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|
2024
Q3 | $14M | Buy |
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|
2024
Q2 | $12.6M | Buy |
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|
2024
Q1 | $11M | Buy |
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|
2023
Q4 | $9.5M | Buy |
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|
2023
Q3 | $8.17M | Buy |
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|
2023
Q2 | $7.41M | Sell |
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|
2023
Q1 | $7.39M | Sell |
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|
2022
Q4 | $7.57M | Buy |
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|
2022
Q3 | $5.81M | Sell |
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|
2022
Q2 | $6.26M | Buy |
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|
2022
Q1 | $6.04M | Buy |
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|
2021
Q4 | $4.39M | Buy |
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|
2021
Q3 | $3.74M | Buy |
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|
2021
Q2 | $2.9M | Hold |
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|
2021
Q1 | $2.9M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.29M | Buy |
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|
2020
Q2 | $993K | Sell |
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|
2020
Q1 | $934K | Buy |
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|
2019
Q4 | $1.03M | Buy |
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|
2019
Q3 | $900K | Buy |
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|
2019
Q2 | $649K | Buy |
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|
2019
Q1 | $341K | Sell |
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|
2018
Q4 | $328K | Buy |
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|
2018
Q3 | $244K | Buy |
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|
2018
Q2 | $211K | Sell |
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|
2018
Q1 | $354K | Buy |
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