LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Total Bond Market BND Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1,047
| Closed | -$72.6K | – | 560 |
|
|
2023
Q3 | $72.6K | Buy |
+1,047
| New | +$72.6K | ﹤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 |
|