Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Total Bond Market BND Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio BND Stock Details BND Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,047	Closed	-$72.6K	–	560
2023 Q3	$72.6K	Buy	+1,047	New	+$74.7K	﹤0.01%	389
2018 Q2	–	Sell	-1,200	Closed	-$96K	–	673
2018 Q1	$96K	Sell	1,200 -600	-33%	-$48K	﹤0.01%	370
2017 Q4	$147K	Hold	1,800	–	–	﹤0.01%	313
2017 Q3	$148K	Hold	1,800	–	–	﹤0.01%	312
2017 Q2	$148K	Hold	1,800	–	–	﹤0.01%	307
2017 Q1	$146K	Buy	+1,800	New	+$146K	﹤0.01%	305

Other funds holding BND

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

MIS

Morningstar Investment Services Chicago, Illinois $546M AUM 8.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BND Position: Q4 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Total Bond Market (BND) in Q4 2023, closing a stake of 1,047 shares — an estimated $72.6K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BND in Q1 2017 and held it in 6 quarters. The position peaked at $148K in Q3 2017. 1,448 funds tracked by Wall St. Rank hold BND as of Q4 2023.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Total Bond Market position as of Q4 2023 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,047 Vanguard Total Bond Market shares in Q4 2023, an estimated $72.6K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Total Bond Market in Q1 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Total Bond Market position peaked at $148K in Q3 2017.
1,448 funds tracked by Wall St. Rank held Vanguard Total Bond Market as of Q4 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.