LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Small-Cap Value ETF VBR Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-275	Closed	-$43K	–	601
2023 Q3	$43K	Hold	275	–	–	﹤0.01%	431
2023 Q2	$45.5K	Buy	+275	New	+$45.5K	﹤0.01%	436
2019 Q4	–	Sell	-70	Closed	-$9K	–	720
2019 Q3	$9K	Buy	+70	New	+$9K	﹤0.01%	578