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 8,730 shares of VOO stock, worth $4.76 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
8,730
Previous 8,344 4.63%
Holding current value
$4.76 Million
Previous $4.17 Million 10.38%
% of portfolio
0.22%
Previous 0.2%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD INDEX FDS S&P 500 ETF


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