LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard ESG US Stock ETF ESGV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $762K | Hold |
6,950
| – | – | 0.01% | 175 |
|
|
2025
Q1 | $652K | Hold |
6,950
| – | – | 0.01% | 186 |
|
|
2024
Q4 | $745K | Hold |
6,950
| – | – | 0.01% | 187 |
|
|
2024
Q3 | $712K | Hold |
6,950
| – | – | 0.01% | 192 |
|
|
2024
Q2 | $700K | Hold |
6,950
| – | – | 0.01% | 180 |
|
|
2024
Q1 | $612K | Hold |
6,950
| – | – | 0.01% | 186 |
|
|
2023
Q4 | $599K | Hold |
6,950
| – | – | 0.01% | 189 |
|
|
2023
Q3 | $525K | Hold |
6,950
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $545K | Hold |
6,950
| – | – | 0.01% | 196 |
|
|
2023
Q1 | $498K | Hold |
6,950
| – | – | 0.01% | 199 |
|
|
2022
Q4 | $458K | Hold |
6,950
| – | – | 0.01% | 205 |
|
|
2022
Q3 | $437K | Hold |
6,950
| – | – | 0.01% | 209 |
|
|
2022
Q2 | $461K | Hold |
6,950
| – | – | 0.01% | 215 |
|
|
2022
Q1 | $564K | Hold |
6,950
| – | – | 0.01% | 201 |
|
|
2021
Q4 | $611K | Hold |
6,950
| – | – | 0.01% | 210 |
|
|
2021
Q3 | $556K | Hold |
6,950
| – | – | 0.01% | 215 |
|
|
2021
Q2 | $556K | Hold |
6,950
| – | – | 0.01% | 214 |
|
|
2021
Q1 | $513K | Buy |
6,950
+1,385
| +25% | +$102K | 0.01% | 211 |
|
|
2020
Q4 | $390K | Buy |
+5,565
| New | +$390K | ﹤0.01% | 229 |
|