EFS
Essex Financial Services’s Vanguard Total International Stock ETF VXUS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.55M | Buy |
36,957
+1,327
| +4% | +$91.7K | 0.17% | 132 |
|
|
2025
Q1 | $2.21M | Sell |
35,630
-2,124
| -6% | -$132K | 0.16% | 132 |
|
|
2024
Q4 | $2.22M | Sell |
37,754
-269
| -0.7% | -$15.9K | 0.16% | 127 |
|
|
2024
Q3 | $2.39M | Sell |
38,023
-3,531
| -8% | -$222K | 0.17% | 115 |
|
|
2024
Q2 | $2.48M | Buy |
41,554
+1,874
| +5% | +$112K | 0.18% | 107 |
|
|
2024
Q1 | $2.39M | Buy |
39,680
+8,628
| +28% | +$520K | 0.22% | 98 |
|
|
2023
Q4 | $1.8M | Buy |
31,052
+1,315
| +4% | +$76.2K | 0.19% | 114 |
|
|
2023
Q3 | $1.59M | Buy |
29,737
+368
| +1% | +$19.7K | 0.18% | 117 |
|
|
2023
Q2 | $1.65M | Buy |
29,369
+431
| +1% | +$24.2K | 0.19% | 115 |
|
|
2023
Q1 | $1.6M | Sell |
28,938
-6,459
| -18% | -$357K | 0.17% | 128 |
|
|
2022
Q4 | $1.83M | Sell |
35,397
-2,596
| -7% | -$134K | 0.19% | 113 |
|
|
2022
Q3 | $1.74M | Buy |
37,993
+194
| +0.5% | +$8.88K | 0.21% | 109 |
|
|
2022
Q2 | $1.95M | Buy |
37,799
+3,003
| +9% | +$155K | 0.22% | 107 |
|
|
2022
Q1 | $2.08M | Sell |
34,796
-332
| -0.9% | -$19.8K | 0.2% | 113 |
|
|
2021
Q4 | $2.23M | Buy |
35,128
+2,363
| +7% | +$150K | 0.22% | 99 |
|
|
2021
Q3 | $2.07M | Buy |
32,765
+7,804
| +31% | +$494K | 0.24% | 96 |
|
|
2021
Q2 | $1.57M | Hold |
24,961
| – | – | 0.23% | 105 |
|
|
2021
Q1 | $1.57M | Buy |
24,961
+1,445
| +6% | +$90.6K | 0.28% | 92 |
|
|
2020
Q4 | $1.42M | Buy |
23,516
+3,296
| +16% | +$198K | 0.28% | 87 |
|
|
2020
Q3 | $1.06M | Buy |
20,220
+1,575
| +8% | +$82.2K | 0.26% | 94 |
|
|
2020
Q2 | $917K | Buy |
18,645
+4,722
| +34% | +$232K | 0.28% | 89 |
|
|
2020
Q1 | $584K | Buy |
13,923
+5,558
| +66% | +$233K | 0.21% | 109 |
|
|
2019
Q4 | $466K | Buy |
+8,365
| New | +$466K | 0.13% | 154 |
|
|
2019
Q3 | – | Sell |
-5,592
| Closed | -$295K | – | 266 |
|
|
2019
Q2 | $295K | Buy |
5,592
+222
| +4% | +$11.7K | 0.09% | 182 |
|
|
2019
Q1 | $279K | Hold |
5,370
| – | – | 0.08% | 180 |
|
|
2018
Q4 | $254K | Sell |
5,370
-4,260
| -44% | -$201K | 0.08% | 200 |
|
|
2018
Q3 | $520K | Sell |
9,630
-4,733
| -33% | -$256K | 0.11% | 154 |
|
|
2018
Q2 | $777K | Sell |
14,363
-21,226
| -60% | -$1.15M | 0.19% | 112 |
|
|
2018
Q1 | $2.01M | Buy |
35,589
+25,063
| +238% | +$1.42M | 0.39% | 68 |
|
|
2017
Q4 | $598K | Buy |
+10,526
| New | +$598K | 0.14% | 135 |
|
|
2017
Q3 | – | Sell |
-9,516
| Closed | -$495K | – | 355 |
|
|
2017
Q2 | $495K | Buy |
9,516
+3,580
| +60% | +$186K | 0.1% | 193 |
|
|
2017
Q1 | $295K | Sell |
5,936
-954
| -14% | -$47.4K | 0.07% | 254 |
|
|
2016
Q4 | $316K | Buy |
+6,890
| New | +$316K | 0.07% | 242 |
|