Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Short-Term Bond ETF BSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-46	Closed	-$3.49K	–	557
2024 Q1	$3.49K	Sell	46 -2,454	-98%	-$188K	﹤0.01%	540
2023 Q4	$193K	Sell	2,500 -5,220	-68%	-$395K	﹤0.01%	285
2023 Q3	$580K	Sell	7,720 -486	-6%	-$36.6K	0.01%	182
2023 Q2	$620K	Sell	8,206 -860	-9%	-$65.5K	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	+$698K	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

Other funds holding BSV

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's BSV Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Short-Term Bond ETF (BSV) in Q2 2024, closing a stake of 46 shares — an estimated $3.49K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in BSV in Q1 2017 and held it in 14 quarters. The position peaked at $696K in Q2 2022. 1,132 funds tracked by Wall St. Rank hold BSV as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Short-Term Bond ETF position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 46 Vanguard Short-Term Bond ETF shares in Q2 2024, an estimated $3.49K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Short-Term Bond ETF in Q1 2017 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Short-Term Bond ETF position peaked at $696K in Q2 2022.
1,132 funds tracked by Wall St. Rank held Vanguard Short-Term Bond ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.