Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Small-Cap ETF VB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $366K | Buy |
|
|||||
|
2025
Q2 | $286K | Hold |
|
|||||
|
2025
Q1 | $254K | Hold |
|
|||||
|
2024
Q4 | $300K | Hold |
|
|||||
|
2024
Q3 | $286K | Hold |
|
|||||
|
2024
Q2 | $282K | Hold |
|
|||||
|
2024
Q1 | $257K | Sell |
|
|||||
|
2023
Q4 | $253K | Sell |
|
|||||
|
2023
Q3 | $231K | Hold |
|
|||||
|
2023
Q2 | $251K | Sell |
|
|||||
|
2023
Q1 | $636K | Buy |
|
|||||
|
2022
Q4 | $221K | Hold |
|
|||||
|
2022
Q3 | $206K | Hold |
|
|||||
|
2022
Q2 | $212K | Sell |
|
|||||
|
2022
Q1 | $279K | Sell |
|
|||||
|
2021
Q4 | $309K | Hold |
|
|||||
|
2021
Q3 | $298K | Hold |
|
|||||
|
2021
Q2 | $308K | Sell |
|
|||||
|
2021
Q1 | $308K | Buy |
|
|||||
|
2020
Q4 | $266K | Sell |
|
|||||
|
2020
Q3 | $228K | Hold |
|
|||||
|
2020
Q2 | $216K | Hold |
|
|||||
|
2020
Q1 | $171K | Hold |
|
|||||
|
2019
Q4 | $245K | Hold |
|
|||||
|
2019
Q3 | $228K | Hold |
|
|||||
|
2019
Q2 | $232K | Hold |
|
|||||
|
2019
Q1 | $226K | Sell |
|
|||||
|
2018
Q4 | $205K | Hold |
|
|||||
|
2018
Q3 | $252K | Sell |
|
|||||
|
2018
Q2 | $319K | Hold |
|
|||||
|
2018
Q1 | $301K | Hold |
|
|||||
|
2017
Q4 | $303K | Hold |
|
|||||
|
2017
Q3 | $290K | Hold |
|
|||||
|
2017
Q2 | $281K | Hold |
|
|||||
|
2017
Q1 | $273K | Buy |
|
|||||
|
2016
Q4 | $200K | Hold |
|
|||||
|
2016
Q3 | $189K | Hold |
|
|||||
|
2016
Q2 | $179K | Hold |
|
|||||
|
2016
Q1 | $173K | Hold |
|
|||||
|
2015
Q4 | $171K | Hold |
|
|||||
|
2015
Q3 | $188K | Hold |
|
|||||
|
2015
Q2 | $188K | Hold |
|
|||||
|
2015
Q1 | $190K | Hold |
|
|||||
|
2014
Q4 | $181K | Hold |
|
|||||
|
2014
Q3 | $171K | Hold |
|
|||||
|
2014
Q2 | $182K | Sell |
|
|||||
|
2014
Q1 | $217K | Buy |
|
|||||
|
2013
Q4 | $170K | Hold |
|
|||||
|
2013
Q3 | $159K | Hold |
|
|||||
|
2013
Q2 | $145K | Buy |
|