Essex Savings Bank’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.53M | Sell |
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|
2025
Q1 | $5.03M | Buy |
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|
2024
Q4 | $5.1M | Buy |
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|
2024
Q3 | $4.79M | Sell |
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|
2024
Q2 | $7.96M | Buy |
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|
2024
Q1 | $6.59M | Hold |
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|
2023
Q4 | $6.59M | Buy |
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|
2023
Q3 | $3.21M | Sell |
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|
2023
Q2 | $3.4M | Buy |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $2.59M | Buy |
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|
2022
Q3 | $2.25M | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.97M | Buy |
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|
2021
Q4 | $2.83M | Buy |
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|
2021
Q3 | $2.36M | Sell |
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|
2021
Q2 | $2.71M | Hold |
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|
2021
Q1 | $2.45M | Buy |
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|
2020
Q4 | $2.23M | Sell |
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|
2020
Q3 | $2.01M | Buy |
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|
2020
Q2 | $1.73M | Buy |
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|
2020
Q1 | $963K | Buy |
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|
2019
Q4 | $1.14M | Sell |
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|
2019
Q3 | $3.37M | Buy |
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|
2019
Q2 | $3.28M | Buy |
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|
2019
Q1 | $2.56M | Buy |
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|
2018
Q4 | $2.24M | Buy |
|