ESB
Essex Savings Bank’s Vanguard Mid-Cap ETF VO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.29M | Hold |
8,187
| – | – | 0.55% | 39 |
|
|
2025
Q1 | $2.12M | Sell |
8,187
-20
| -0.2% | -$5.17K | 0.52% | 37 |
|
|
2024
Q4 | $2.17M | Sell |
8,207
-3
| -0% | -$792 | 0.54% | 36 |
|
|
2024
Q3 | $2.17M | Sell |
8,210
-28
| -0.3% | -$7.39K | 0.54% | 35 |
|
|
2024
Q2 | $1.99M | Buy |
8,238
+621
| +8% | +$150K | 0.54% | 35 |
|
|
2024
Q1 | $1.77M | Hold |
7,617
| – | – | 0.52% | 43 |
|
|
2023
Q4 | $1.77M | Buy |
7,617
+307
| +4% | +$71.4K | 0.52% | 43 |
|
|
2023
Q3 | $1.52M | Sell |
7,310
-104
| -1% | -$21.7K | 0.51% | 42 |
|
|
2023
Q2 | $1.63M | Sell |
7,414
-856
| -10% | -$188K | 0.54% | 41 |
|
|
2023
Q1 | $1.74M | Sell |
8,270
-241
| -3% | -$50.8K | 0.61% | 33 |
|
|
2022
Q4 | $1.73M | Buy |
8,511
+1,396
| +20% | +$285K | 0.61% | 34 |
|
|
2022
Q3 | $1.34M | Sell |
7,115
-366
| -5% | -$68.8K | 0.53% | 40 |
|
|
2022
Q2 | $1.47M | Buy |
7,481
+402
| +6% | +$79.2K | 0.56% | 40 |
|
|
2022
Q1 | $1.68M | Buy |
7,079
+366
| +5% | +$87.1K | 0.56% | 39 |
|
|
2021
Q4 | $1.71M | Sell |
6,713
-279
| -4% | -$71.1K | 0.58% | 41 |
|
|
2021
Q3 | $1.73M | Buy |
6,992
+729
| +12% | +$181K | 0.63% | 36 |
|
|
2021
Q2 | $1.47M | Sell |
6,263
-38
| -0.6% | -$8.89K | 0.57% | 41 |
|
|
2021
Q1 | $1.37M | Sell |
6,301
-7
| -0.1% | -$1.52K | 0.6% | 40 |
|
|
2020
Q4 | $1.31M | Buy |
6,308
+185
| +3% | +$38.3K | 0.58% | 42 |
|
|
2020
Q3 | $1.08M | Hold |
6,123
| – | – | 0.53% | 52 |
|
|
2020
Q2 | $1M | Buy |
6,123
+444
| +8% | +$72.7K | 0.6% | 43 |
|
|
2020
Q1 | $747K | Buy |
5,679
+218
| +4% | +$28.7K | 0.53% | 50 |
|
|
2019
Q4 | $973K | Buy |
5,461
+5
| +0.1% | +$891 | 0.5% | 55 |
|
|
2019
Q3 | $915K | Buy |
5,456
+17
| +0.3% | +$2.85K | 0.48% | 54 |
|
|
2019
Q2 | $909K | Buy |
5,439
+1,555
| +40% | +$260K | 0.32% | 65 |
|
|
2019
Q1 | $624K | Buy |
3,884
+1,484
| +62% | +$238K | 0.35% | 66 |
|
|
2018
Q4 | $332K | Buy |
+2,400
| New | +$332K | 0.21% | 91 |
|