Essex Financial Services’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.93M | Buy |
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|
2025
Q1 | $7.09M | Buy |
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|
2024
Q4 | $7.06M | Buy |
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|
2024
Q3 | $6.3M | Buy |
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|
2024
Q2 | $5.48M | Buy |
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|
2024
Q1 | $4.86M | Buy |
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|
2023
Q4 | $3.34M | Sell |
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|
2023
Q3 | $2.94M | Buy |
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|
2023
Q2 | $2.71M | Buy |
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|
2023
Q1 | $2.05M | Sell |
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|
2022
Q4 | $1.83M | Sell |
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|
2022
Q3 | $2.31M | Sell |
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|
2022
Q2 | $2.42M | Sell |
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|
2022
Q1 | $3.8M | Buy |
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|
2021
Q4 | $2.51M | Sell |
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|
2021
Q3 | $2.49M | Buy |
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|
2021
Q2 | $1.07M | Hold |
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|
2021
Q1 | $1.07M | Buy |
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|
2020
Q4 | $774K | Buy |
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|
2020
Q3 | $597K | Sell |
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|
2020
Q2 | $569K | Buy |
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|
2020
Q1 | $413K | Buy |
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|
2019
Q4 | $419K | Buy |
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|
2019
Q3 | $308K | Buy |
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|
2019
Q2 | $302K | Buy |
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|
2019
Q1 | $239K | Sell |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $298K | Buy |
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|
2018
Q2 | $254K | Sell |
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|
2018
Q1 | $897K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $447K | Buy |
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|
2017
Q1 | $416K | Buy |
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|
2016
Q4 | $346K | Buy |
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|
2016
Q3 | $324K | Sell |
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|
2016
Q2 | $309K | Hold |
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|
2016
Q1 | $307K | Buy |
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|
2015
Q4 | $259K | Hold |
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|
2015
Q3 | $244K | Buy |
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