ESB
Essex Savings Bank’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $201K | Buy |
+2,551
| New | +$201K | 0.05% | 308 |
|
|
2025
Q1 | – | Sell |
-2,669
| Closed | -$206K | – | 301 |
|
|
2024
Q4 | $206K | Hold |
2,669
| – | – | 0.05% | 285 |
|
|
2024
Q3 | $210K | Sell |
2,669
-126
| -5% | -$9.92K | 0.05% | 275 |
|
|
2024
Q2 | $214K | Sell |
2,795
-158
| -5% | -$12.1K | 0.06% | 247 |
|
|
2024
Q1 | $227K | Hold |
2,953
| – | – | 0.07% | 235 |
|
|
2023
Q4 | $227K | Sell |
2,953
-68
| -2% | -$5.24K | 0.07% | 234 |
|
|
2023
Q3 | $227K | Hold |
3,021
| – | – | 0.08% | 212 |
|
|
2023
Q2 | $228K | Buy |
+3,021
| New | +$228K | 0.08% | 208 |
|
|
2019
Q3 | – | Sell |
-927
| Closed | -$75K | – | 236 |
|
|
2019
Q2 | $75K | Hold |
927
| – | – | 0.03% | 388 |
|
|
2019
Q1 | $74K | Buy |
927
+18
| +2% | +$1.44K | 0.04% | 252 |
|
|
2018
Q4 | $71K | Buy |
+909
| New | +$71K | 0.04% | 245 |
|