EL
Essex LLC’s Vanguard Total Stock Market ETF VTI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.5M | Buy |
4,948
+628
| +15% | +$191K | 0.3% | 70 |
|
|
2025
Q1 | $1.19M | Buy |
4,320
+469
| +12% | +$129K | 0.26% | 74 |
|
|
2024
Q4 | $1.12M | Sell |
3,851
-34
| -0.9% | -$9.86K | 0.23% | 78 |
|
|
2024
Q3 | $1.1M | Buy |
3,885
+469
| +14% | +$133K | 0.23% | 80 |
|
|
2024
Q2 | $914K | Buy |
3,416
+2,108
| +161% | +$564K | 0.2% | 83 |
|
|
2024
Q1 | $340K | Buy |
1,308
+12
| +0.9% | +$3.12K | 0.08% | 118 |
|
|
2023
Q4 | $307K | Buy |
1,296
+13
| +1% | +$3.08K | 0.08% | 128 |
|
|
2023
Q3 | $273K | Buy |
1,283
+39
| +3% | +$8.29K | 0.08% | 135 |
|
|
2023
Q2 | $274K | Sell |
1,244
-67
| -5% | -$14.8K | 0.08% | 123 |
|
|
2023
Q1 | $251K | Hold |
1,311
| – | – | 0.08% | 134 |
|
|
2022
Q4 | $251K | Buy |
1,311
+5
| +0.4% | +$956 | 0.08% | 134 |
|
|
2022
Q3 | $234K | Buy |
1,306
+5
| +0.4% | +$896 | 0.08% | 132 |
|
|
2022
Q2 | $245K | Buy |
1,301
+4
| +0.3% | +$753 | 0.08% | 137 |
|
|
2022
Q1 | $295K | Buy |
1,297
+3
| +0.2% | +$682 | 0.08% | 137 |
|
|
2021
Q4 | $312K | Buy |
1,294
+26
| +2% | +$6.27K | 0.08% | 142 |
|
|
2021
Q3 | $281K | Buy |
+1,268
| New | +$281K | 0.08% | 149 |
|