Essex Financial Services’s Vanguard Large-Cap ETF VV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $911K | Sell |
|
|||||
|
2025
Q1 | $833K | Buy |
|
|||||
|
2024
Q4 | $872K | Buy |
|
|||||
|
2024
Q3 | $833K | Buy |
|
|||||
|
2024
Q2 | $757K | Sell |
|
|||||
|
2024
Q1 | $753K | Buy |
|
|||||
|
2023
Q4 | $673K | Buy |
|
|||||
|
2023
Q3 | $603K | Sell |
|
|||||
|
2023
Q2 | $763K | Buy |
|
|||||
|
2023
Q1 | $702K | Buy |
|
|||||
|
2022
Q4 | $654K | Sell |
|
|||||
|
2022
Q3 | $638K | Buy |
|
|||||
|
2022
Q2 | $655K | Buy |
|
|||||
|
2022
Q1 | $742K | Sell |
|
|||||
|
2021
Q4 | $809K | Buy |
|
|||||
|
2021
Q3 | $713K | Buy |
|
|||||
|
2021
Q2 | $303K | Hold |
|
|||||
|
2021
Q1 | $303K | Sell |
|
|||||
|
2020
Q4 | $568K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $274K | Buy |
|
|||||
|
2018
Q4 | $234K | Buy |
|
|||||
|
2018
Q3 | $264K | Buy |
|
|||||
|
2018
Q2 | $217K | Sell |
|
|||||
|
2018
Q1 | $224K | Buy |
|