LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $286K | Hold |
1,205
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $254K | Hold |
1,205
| – | – | ﹤0.01% | 248 |
|
|
2024
Q4 | $300K | Hold |
1,205
| – | – | ﹤0.01% | 242 |
|
|
2024
Q3 | $286K | Hold |
1,205
| – | – | ﹤0.01% | 246 |
|
|
2024
Q2 | $282K | Hold |
1,205
| – | – | ﹤0.01% | 240 |
|
|
2024
Q1 | $257K | Sell |
1,205
-12
| -1% | -$2.56K | ﹤0.01% | 253 |
|
|
2023
Q4 | $253K | Sell |
1,217
-43
| -3% | -$8.93K | ﹤0.01% | 256 |
|
|
2023
Q3 | $231K | Hold |
1,260
| – | – | ﹤0.01% | 270 |
|
|
2023
Q2 | $251K | Sell |
1,260
-2,094
| -62% | -$416K | ﹤0.01% | 269 |
|
|
2023
Q1 | $636K | Buy |
3,354
+2,149
| +178% | +$407K | 0.01% | 178 |
|
|
2022
Q4 | $221K | Hold |
1,205
| – | – | ﹤0.01% | 273 |
|
|
2022
Q3 | $206K | Hold |
1,205
| – | – | ﹤0.01% | 280 |
|
|
2022
Q2 | $212K | Sell |
1,205
-110
| -8% | -$19.4K | ﹤0.01% | 281 |
|
|
2022
Q1 | $279K | Sell |
1,315
-50
| -4% | -$10.6K | ﹤0.01% | 260 |
|
|
2021
Q4 | $309K | Hold |
1,365
| – | – | ﹤0.01% | 258 |
|
|
2021
Q3 | $298K | Hold |
1,365
| – | – | ﹤0.01% | 260 |
|
|
2021
Q2 | $308K | Sell |
1,365
-75
| -5% | -$16.9K | ﹤0.01% | 266 |
|
|
2021
Q1 | $308K | Buy |
1,440
+75
| +5% | +$16K | ﹤0.01% | 252 |
|
|
2020
Q4 | $266K | Sell |
1,365
-115
| -8% | -$22.4K | ﹤0.01% | 258 |
|
|
2020
Q3 | $228K | Hold |
1,480
| – | – | ﹤0.01% | 252 |
|
|
2020
Q2 | $216K | Hold |
1,480
| – | – | ﹤0.01% | 241 |
|
|
2020
Q1 | $171K | Hold |
1,480
| – | – | ﹤0.01% | 246 |
|
|
2019
Q4 | $245K | Hold |
1,480
| – | – | ﹤0.01% | 253 |
|
|
2019
Q3 | $228K | Hold |
1,480
| – | – | ﹤0.01% | 252 |
|
|
2019
Q2 | $232K | Hold |
1,480
| – | – | ﹤0.01% | 251 |
|
|
2019
Q1 | $226K | Sell |
1,480
-70
| -5% | -$10.7K | ﹤0.01% | 249 |
|
|
2018
Q4 | $205K | Hold |
1,550
| – | – | ﹤0.01% | 247 |
|
|
2018
Q3 | $252K | Sell |
1,550
-500
| -24% | -$81.3K | ﹤0.01% | 247 |
|
|
2018
Q2 | $319K | Hold |
2,050
| – | – | 0.01% | 235 |
|
|
2018
Q1 | $301K | Hold |
2,050
| – | – | 0.01% | 234 |
|
|
2017
Q4 | $303K | Hold |
2,050
| – | – | 0.01% | 240 |
|
|
2017
Q3 | $290K | Hold |
2,050
| – | – | 0.01% | 247 |
|
|
2017
Q2 | $281K | Hold |
2,050
| – | – | 0.01% | 242 |
|
|
2017
Q1 | $273K | Buy |
2,050
+500
| +32% | +$66.6K | 0.01% | 241 |
|
|
2016
Q4 | $200K | Hold |
1,550
| – | – | ﹤0.01% | 268 |
|
|
2016
Q3 | $189K | Hold |
1,550
| – | – | ﹤0.01% | 265 |
|
|
2016
Q2 | $179K | Hold |
1,550
| – | – | ﹤0.01% | 263 |
|
|
2016
Q1 | $173K | Hold |
1,550
| – | – | ﹤0.01% | 256 |
|
|
2015
Q4 | $171K | Hold |
1,550
| – | – | ﹤0.01% | 276 |
|
|
2015
Q3 | $188K | Hold |
1,550
| – | – | ﹤0.01% | 281 |
|
|
2015
Q2 | $188K | Hold |
1,550
| – | – | ﹤0.01% | 281 |
|
|
2015
Q1 | $190K | Hold |
1,550
| – | – | ﹤0.01% | 288 |
|
|
2014
Q4 | $181K | Hold |
1,550
| – | – | ﹤0.01% | 288 |
|
|
2014
Q3 | $171K | Hold |
1,550
| – | – | ﹤0.01% | 287 |
|
|
2014
Q2 | $182K | Sell |
1,550
-375
| -19% | -$44K | ﹤0.01% | 287 |
|
|
2014
Q1 | $217K | Buy |
1,925
+375
| +24% | +$42.3K | 0.01% | 259 |
|
|
2013
Q4 | $170K | Hold |
1,550
| – | – | ﹤0.01% | 272 |
|
|
2013
Q3 | $159K | Hold |
1,550
| – | – | ﹤0.01% | 263 |
|
|
2013
Q2 | $145K | Buy |
+1,550
| New | +$145K | ﹤0.01% | 284 |
|