LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-46
| Closed | -$3.49K | – | 557 |
|
|
2024
Q1 | $3.49K | Sell |
46
-2,454
| -98% | -$186K | ﹤0.01% | 540 |
|
|
2023
Q4 | $193K | Sell |
2,500
-5,220
| -68% | -$403K | ﹤0.01% | 285 |
|
|
2023
Q3 | $580K | Sell |
7,720
-486
| -6% | -$36.5K | 0.01% | 182 |
|
|
2023
Q2 | $620K | Sell |
8,206
-860
| -9% | -$65K | 0.01% | 183 |
|
|
2023
Q1 | $693K | Hold |
9,066
| – | – | 0.01% | 175 |
|
|
2022
Q4 | $682K | Hold |
9,066
| – | – | 0.01% | 175 |
|
|
2022
Q3 | $678K | Hold |
9,066
| – | – | 0.01% | 173 |
|
|
2022
Q2 | $696K | Buy |
+9,066
| New | +$696K | 0.01% | 178 |
|
|
2020
Q4 | – | Sell |
-1,660
| Closed | -$138K | – | 773 |
|
|
2020
Q3 | $138K | Buy |
+1,660
| New | +$138K | ﹤0.01% | 291 |
|
|
2018
Q2 | – | Sell |
-1,900
| Closed | -$149K | – | 674 |
|
|
2018
Q1 | $149K | Hold |
1,900
| – | – | ﹤0.01% | 308 |
|
|
2017
Q4 | $150K | Hold |
1,900
| – | – | ﹤0.01% | 310 |
|
|
2017
Q3 | $152K | Hold |
1,900
| – | – | ﹤0.01% | 306 |
|
|
2017
Q2 | $152K | Hold |
1,900
| – | – | ﹤0.01% | 304 |
|
|
2017
Q1 | $151K | Buy |
+1,900
| New | +$151K | ﹤0.01% | 302 |
|