LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Consumer Discretionary ETF VCR Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VCR Stock Details VCR Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$167K	Hold	462	–	–	﹤0.01%	298
2025 Q1	$145K	Hold	462	–	–	﹤0.01%	302
2024 Q4	$179K	Hold	462	–	–	﹤0.01%	293
2024 Q3	$156K	Hold	462	–	–	﹤0.01%	303
2024 Q2	$153K	Hold	462	–	–	﹤0.01%	297
2024 Q1	$136K	Hold	462	–	–	﹤0.01%	306
2023 Q4	$135K	Hold	462	–	–	﹤0.01%	318
2023 Q3	$123K	Hold	462	–	–	﹤0.01%	331
2023 Q2	$131K	Hold	462	–	–	﹤0.01%	339
2023 Q1	$117K	Hold	462	–	–	﹤0.01%	330
2022 Q4	$101K	Hold	462	–	–	﹤0.01%	342
2022 Q3	$109K	Hold	462	–	–	﹤0.01%	343
2022 Q2	$105K	Hold	462	–	–	﹤0.01%	356
2022 Q1	$141K	Sell	462 -169	-27%	-$51.6K	﹤0.01%	339
2021 Q4	$215K	Sell	631 -70	-10%	-$23.9K	﹤0.01%	306
2021 Q3	$217K	Buy	701 +70	+11%	+$21.7K	﹤0.01%	297
2021 Q2	$198K	Sell	631 -769	-55%	-$241K	﹤0.01%	324
2021 Q1	$414K	Hold	1,400	–	–	﹤0.01%	229
2020 Q4	$385K	Hold	1,400	–	–	﹤0.01%	230
2020 Q3	$328K	Hold	1,400	–	–	﹤0.01%	224
2020 Q2	$280K	Hold	1,400	–	–	﹤0.01%	223
2020 Q1	$203K	Hold	1,400	–	–	﹤0.01%	233
2019 Q4	$265K	Hold	1,400	–	–	﹤0.01%	244
2019 Q3	$252K	Hold	1,400	–	–	﹤0.01%	245
2019 Q2	$251K	Hold	1,400	–	–	﹤0.01%	243
2019 Q1	$241K	Hold	1,400	–	–	﹤0.01%	244
2018 Q4	$211K	Hold	1,400	–	–	﹤0.01%	245
2018 Q3	$253K	Hold	1,400	–	–	﹤0.01%	246
2018 Q2	$237K	Hold	1,400	–	–	﹤0.01%	257
2018 Q1	$222K	Hold	1,400	–	–	﹤0.01%	266
2017 Q4	$218K	Hold	1,400	–	–	﹤0.01%	273
2017 Q3	$201K	Hold	1,400	–	–	﹤0.01%	278
2017 Q2	$202K	Hold	1,400	–	–	﹤0.01%	271
2017 Q1	$194K	Hold	1,400	–	–	﹤0.01%	277
2016 Q4	$180K	Hold	1,400	–	–	﹤0.01%	276
2016 Q3	$176K	Hold	1,400	–	–	﹤0.01%	275
2016 Q2	$171K	Hold	1,400	–	–	﹤0.01%	267
2016 Q1	$174K	Hold	1,400	–	–	﹤0.01%	255
2015 Q4	$172K	Buy	+1,400	New	+$172K	﹤0.01%	274