EFS
Essex Financial Services’s Vanguard Extended Market ETF VXF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
2,449
+1
| +0% | +$193 | 0.03% | 421 |
|
|
2025
Q1 | $422K | Buy |
2,448
+1
| +0% | +$172 | 0.03% | 416 |
|
|
2024
Q4 | $465K | Sell |
2,447
-415
| -15% | -$78.8K | 0.03% | 389 |
|
|
2024
Q3 | $529K | Hold |
2,862
| – | – | 0.04% | 362 |
|
|
2024
Q2 | $482K | Hold |
2,862
| – | – | 0.04% | 382 |
|
|
2024
Q1 | $502K | Sell |
2,862
-62
| -2% | -$10.9K | 0.05% | 325 |
|
|
2023
Q4 | $481K | Sell |
2,924
-121
| -4% | -$19.9K | 0.05% | 312 |
|
|
2023
Q3 | $436K | Buy |
3,045
+183
| +6% | +$26.2K | 0.05% | 307 |
|
|
2023
Q2 | $426K | Hold |
2,862
| – | – | 0.05% | 305 |
|
|
2023
Q1 | $401K | Buy |
2,862
+27
| +1% | +$3.79K | 0.04% | 327 |
|
|
2022
Q4 | $376K | Sell |
2,835
-2,523
| -47% | -$335K | 0.04% | 329 |
|
|
2022
Q3 | $681K | Sell |
5,358
-172
| -3% | -$21.9K | 0.08% | 214 |
|
|
2022
Q2 | $725K | Hold |
5,530
| – | – | 0.08% | 219 |
|
|
2022
Q1 | $916K | Buy |
5,530
+643
| +13% | +$107K | 0.09% | 209 |
|
|
2021
Q4 | $894K | Buy |
4,887
+1
| +0% | +$183 | 0.09% | 213 |
|
|
2021
Q3 | $891K | Buy |
4,886
+689
| +16% | +$126K | 0.1% | 197 |
|
|
2021
Q2 | $792K | Buy |
+4,197
| New | +$792K | 0.11% | 183 |
|
|
2018
Q2 | – | Sell |
-2,237
| Closed | -$250K | – | 354 |
|
|
2018
Q1 | $250K | Buy |
+2,237
| New | +$250K | 0.05% | 296 |
|