Essex Financial Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History

Essex Financial Services, Inc.

$1.36 Billion
Q4 2024

A detailed history of Essex Financial Services, Inc. transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Essex Financial Services, Inc. holds 8,790 shares of VOO stock, worth $4.93 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

8,790

Previous 8,730 0.69%

Holding current value

$4.93 Million

Previous $4.61 Million 2.82%

% of portfolio

0.35%

Previous 0.22%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$521.84 - $558.82 $31,310 - $33,529	60 Added 0.69%	8,790 $4.74 Million
Q3 2024 Oct 24, 2024	BUY	$475.2 - $527.7 $183,427 - $203,692	386 Added 4.63%	8,730 $4.61 Million
Q2 2024 Aug 09, 2024	SELL	$455.1 - $504.28 $107,403 - $119,010	-236 Reduced 2.75%	8,344 $4.17 Million
Q2 2024 Jul 31, 2024	BUY	$455.1 - $504.28 $697,213 - $772,556	1,532 Added 21.74%	8,580 $4.29 Million
Q1 2024 Apr 23, 2024	BUY	$429.43 - $481.35 $197,537 - $221,421	460 Added 6.98%	7,048 $3.39 Million
Q4 2023 Feb 05, 2024	BUY	$377.32 - $438.19 $509,004 - $591,118	1,349 Added 25.75%	6,588 $2.88 Million
Q3 2023 Nov 15, 2023	SELL	$392.7 - $420.68 $129,591 - $138,824	-330 Reduced 5.93%	5,239 $2.06 Million
Q2 2023 Aug 08, 2023	BUY	$371.44 - $407.28 $112,546 - $123,405	303 Added 5.75%	5,569 $2.27 Million
Q1 2023 May 11, 2023	SELL	$348.66 - $382.94 $1.1 Million - $1.2 Million	-3,143 Reduced 37.38%	5,266 $1.98 Million
Q4 2022 Feb 10, 2023	SELL	$327.64 - $374.54 $72,080 - $82,398	-220 Reduced 2.55%	8,409 $2.95 Million
Q3 2022 Nov 07, 2022	SELL	$328.3 - $395.04 $833,553 - $1 Million	-2,539 Reduced 22.73%	8,629 $2.83 Million
Q2 2022 Aug 01, 2022	SELL	$337.07 - $419.85 $102,806 - $128,054	-305 Reduced 2.66%	11,168 $3.87 Million
Q1 2022 Apr 21, 2022	BUY	$382.7 - $439.25 $152,314 - $174,821	398 Added 3.59%	11,473 $4.76 Million
Q4 2021 Feb 11, 2022	BUY	$394.21 - $439.01 $223,122 - $248,479	566 Added 5.39%	11,075 $4.84 Million
Q3 2021 Nov 10, 2021	BUY	$390.68 - $416.73 $993,889 - $1.06 Million	2,544 Added 31.94%	10,509 $4.15 Million
Q1 2021 May 11, 2021	BUY	$339.03 - $365.24 $407,175 - $438,653	1,201 Added 17.76%	7,965 $2.9 Million
Q4 2020 Feb 05, 2021	BUY	$299.82 - $343.69 $149,610 - $171,501	499 Added 7.96%	6,764 $2.33 Million
Q3 2020 Nov 10, 2020	BUY	$285.37 - $328.74 $180,353 - $207,763	632 Added 11.22%	6,265 $1.93 Million
Q2 2020 Aug 06, 2020	BUY	$226.15 - $297.17 $341,486 - $448,726	1,510 Added 36.62%	5,633 $1.6 Million
Q1 2020 May 15, 2020	BUY	$204.27 - $310.92 $573,181 - $872,441	2,806 Added 213.06%	4,123 $976,000
Q4 2019 Jan 30, 2020	BUY	$264.57 - $296.67 $348,438 - $390,714	1,317 New	1,317 $390,000
Q3 2017 Nov 03, 2017	SELL	$228.78 - $230.76 $490,046 - $494,287	-2,142 Closed	0 $0
Q2 2017 Aug 07, 2017	BUY	N/A	2,142	2,142 $476,000

Others Institutions Holding VOO

# of Institutions

3,471

Shares Held

473M

Call Options Held

2.41M

Put Options Held

1.46M

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Essex Financial Services, Inc. Vanguard Index Fds S&P 500 ETF Transaction History