Essex Savings Bank’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $332K | Hold |
758
| – | – | 0.08% | 203 |
|
|
2025
Q1 | $281K | Buy |
758
+86
| +13% | +$31.9K | 0.07% | 222 |
|
|
2024
Q4 | $276K | Buy |
+672
| New | +$276K | 0.07% | 221 |
|
|
2022
Q2 | – | Sell |
-1,612
| Closed | -$464K | – | 228 |
|
|
2022
Q1 | $464K | Buy |
1,612
+975
| +153% | +$281K | 0.15% | 129 |
|
|
2021
Q4 | $205K | Buy |
+637
| New | +$205K | 0.07% | 219 |
|
|
2020
Q1 | – | Sell |
-3,021
| Closed | -$550K | – | 172 |
|
|
2019
Q4 | $550K | Buy |
+3,021
| New | +$550K | 0.28% | 89 |
|
|
2019
Q3 | – | Sell |
-261
| Closed | -$43K | – | 596 |
|
|
2019
Q2 | $43K | Buy |
261
+195
| +295% | +$32.1K | 0.02% | 464 |
|
|
2019
Q1 | $10K | Buy |
+66
| New | +$10K | 0.01% | 507 |
|