LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Intermediate-Term Corporate Bond ETF VCIT Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-153
| Closed | -$11.6K | – | 602 |
|
2023
Q3 | $11.6K | Buy |
+153
| New | +$11.6K | ﹤0.01% | 512 |
|
2023
Q2 | – | Sell |
-116
| Closed | -$9.31K | – | 665 |
|
2023
Q1 | $9.31K | Buy |
+116
| New | +$9.31K | ﹤0.01% | 519 |
|
2022
Q4 | – | Sell |
-200
| Closed | -$15K | – | 604 |
|
2022
Q3 | $15K | Hold |
200
| – | – | ﹤0.01% | 505 |
|
2022
Q2 | $16K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
2022
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 523 |
|
2021
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 540 |
|
2021
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 529 |
|
2021
Q2 | $19K | Buy |
+200
| New | +$19K | ﹤0.01% | 549 |
|