A detailed history of Essex Financial Services, Inc. transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Essex Financial Services, Inc. holds 161,290 shares of VYM stock, worth $21.5 Million. This represents 1.51% of its overall portfolio holdings.

Number of Shares
161,290
Previous 157,928 2.13%
Holding current value
$21.5 Million
Previous $20.2 Million 1.64%
% of portfolio
1.51%
Previous 0.98%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025

BUY
$126.68 - $134.74 $425,898 - $452,995
3,362 Added 2.13%
161,290 $20.6 Million
Q3 2024

Oct 24, 2024

SELL
$117.9 - $128.2 $1.22 Million - $1.33 Million
-10,371 Reduced 6.16%
157,928 $20.2 Million
Q2 2024

Aug 09, 2024

BUY
$114.71 - $121.51 $85,803 - $90,889
748 Added 0.45%
168,299 $20 Million
Q2 2024

Jul 31, 2024

BUY
$114.71 - $121.51 $2.1 Million - $2.22 Million
18,277 Added 12.24%
167,551 $19.9 Million
Q1 2024

Apr 23, 2024

BUY
$109.98 - $120.99 $72,586 - $79,853
660 Added 0.44%
149,274 $18.1 Million
Q4 2023

Feb 05, 2024

BUY
$98.71 - $111.84 $370,162 - $419,400
3,750 Added 2.59%
148,614 $16.6 Million
Q3 2023

Nov 15, 2023

BUY
$103.32 - $110.34 $437,766 - $467,510
4,237 Added 3.01%
144,864 $15 Million
Q2 2023

Aug 08, 2023

SELL
$101.36 - $107.68 $92,136 - $97,881
-909 Reduced 0.64%
140,627 $14.9 Million
Q1 2023

May 11, 2023

BUY
$100.82 - $111.44 $903,448 - $998,613
8,961 Added 6.76%
141,536 $14.9 Million
Q4 2022

Feb 10, 2023

BUY
$96.14 - $113.15 $390,136 - $459,162
4,058 Added 3.16%
132,575 $14.3 Million
Q3 2022

Nov 07, 2022

SELL
$94.88 - $110.28 $996,334 - $1.16 Million
-10,501 Reduced 7.55%
128,517 $12.2 Million
Q2 2022

Aug 01, 2022

BUY
$99.2 - $114.57 $367,436 - $424,367
3,704 Added 2.74%
139,018 $14.1 Million
Q1 2022

Apr 21, 2022

BUY
$107.24 - $115.01 $934,274 - $1 Million
8,712 Added 6.88%
135,314 $15.2 Million
Q4 2021

Feb 11, 2022

BUY
$104.33 - $112.16 $192,071 - $206,486
1,841 Added 1.48%
126,602 $14.2 Million
Q3 2021

Nov 10, 2021

BUY
$102.3 - $108.36 $4.78 Million - $5.06 Million
46,710 Added 59.85%
124,761 $12.9 Million
Q1 2021

May 11, 2021

BUY
$90.4 - $101.83 $1.17 Million - $1.32 Million
12,956 Added 19.9%
78,051 $7.89 Million
Q4 2020

Feb 05, 2021

BUY
$78.88 - $92.1 $633,643 - $739,839
8,033 Added 14.08%
65,095 $5.96 Million
Q3 2020

Nov 10, 2020

BUY
$77.57 - $85.18 $1.84 Million - $2.02 Million
23,681 Added 70.94%
57,062 $4.62 Million
Q2 2020

Aug 06, 2020

BUY
$67.79 - $86.78 $267,634 - $342,607
3,948 Added 13.41%
33,381 $2.63 Million
Q1 2020

May 15, 2020

BUY
$60.97 - $94.78 $290,400 - $451,437
4,763 Added 19.31%
29,433 $2.08 Million
Q4 2019

Jan 30, 2020

BUY
$85.84 - $94.47 $432,204 - $475,656
5,035 Added 25.64%
24,670 $2.31 Million
Q3 2019

Nov 04, 2019

BUY
$88.2 - $89.75 $91,110 - $92,711
1,033 Added 5.55%
19,635 $1.74 Million
Q2 2019

Jul 30, 2019

BUY
N/A
3,340 Added 21.88%
18,602 $1.63 Million
Q1 2019

May 02, 2019

BUY
N/A
2,227 Added 17.08%
15,262 $1.31 Million
Q4 2018

Feb 07, 2019

BUY
N/A
2,861 Added 28.12%
13,035 $1.02 Million
Q3 2018

Nov 05, 2018

BUY
N/A
1,713 Added 20.25%
10,174 $886,000
Q2 2018

Aug 07, 2018

SELL
N/A
-35,784 Reduced 80.88%
8,461 $703,000
Q1 2018

May 03, 2018

BUY
N/A
40,628 Added 1123.25%
44,245 $3.65 Million
Q4 2017

Feb 07, 2018

BUY
N/A
28 Added 0.78%
3,617 $310,000
Q3 2017

Nov 03, 2017

SELL
N/A
-30,411 Reduced 89.44%
3,589 $291,000
Q2 2017

Aug 07, 2017

BUY
N/A
34,000
34,000 $2.66 Million

Others Institutions Holding VYM

About VANGUARD WHITEHALL FDS (VANGUA


  • Ticker VYM
  • Sector ETFs
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More about VYM
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