Vanguard Personalized Indexing Management’s Essex Property Trust ESS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Sell |
5,577
-1,053
| -16% | -$298K | 0.02% | 659 |
|
|
2025
Q1 | $2.03M | Buy |
6,630
+640
| +11% | +$196K | 0.03% | 491 |
|
|
2024
Q4 | $1.71M | Buy |
5,990
+995
| +20% | +$284K | 0.03% | 532 |
|
|
2024
Q3 | $1.48M | Buy |
4,995
+401
| +9% | +$118K | 0.02% | 585 |
|
|
2024
Q2 | $1.23M | Buy |
4,594
+451
| +11% | +$121K | 0.02% | 586 |
|
|
2024
Q1 | $1.01M | Buy |
4,143
+802
| +24% | +$196K | 0.02% | 652 |
|
|
2023
Q4 | $828K | Sell |
3,341
-803
| -19% | -$199K | 0.02% | 748 |
|
|
2023
Q3 | $879K | Sell |
4,144
-260
| -6% | -$55.1K | 0.03% | 627 |
|
|
2023
Q2 | $1.03M | Sell |
4,404
-778
| -15% | -$182K | 0.03% | 555 |
|
|
2023
Q1 | $1.08M | Buy |
5,182
+2,212
| +74% | +$463K | 0.04% | 489 |
|
|
2022
Q4 | $629K | Buy |
2,970
+339
| +13% | +$71.8K | 0.03% | 713 |
|
|
2022
Q3 | $637K | Buy |
2,631
+169
| +7% | +$40.9K | 0.03% | 685 |
|
|
2022
Q2 | $644K | Sell |
2,462
-922
| -27% | -$241K | 0.03% | 688 |
|
|
2022
Q1 | $1.17M | Buy |
3,384
+1,144
| +51% | +$395K | 0.06% | 368 |
|
|
2021
Q4 | $789K | Buy |
2,240
+455
| +25% | +$160K | 0.05% | 509 |
|
|
2021
Q3 | $571K | Buy |
1,785
+93
| +5% | +$29.8K | 0.05% | 445 |
|
|
2021
Q2 | $508K | Buy |
1,692
+835
| +97% | +$251K | 0.05% | 470 |
|
|
2021
Q1 | $233K | Buy |
+857
| New | +$233K | 0.04% | 611 |
|