Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Short-Term Corporate Bond ETF VCSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-131	Closed	-$10K	–	640
2022 Q2	$10K	Sell	131 -225	-63%	-$17.3K	﹤0.01%	548
2022 Q1	$28K	Hold	356	–	–	﹤0.01%	493
2021 Q4	$29K	Sell	356 -131	-27%	-$10.7K	﹤0.01%	512
2021 Q3	$40K	Buy	487 +262	+116%	+$21.7K	﹤0.01%	479
2021 Q2	$19K	Buy	+225	New	+$18.6K	﹤0.01%	550
2020 Q1	–	Sell	-15	Closed	-$1K	–	712
2019 Q4	$1K	Sell	15 -435	-97%	-$35.2K	﹤0.01%	668
2019 Q3	$36K	Hold	450	–	–	﹤0.01%	447
2019 Q2	$36K	Hold	450	–	–	﹤0.01%	439
2019 Q1	$36K	Hold	450	–	–	﹤0.01%	440
2018 Q4	$35K	Buy	+450	New	+$35K	﹤0.01%	449
2017 Q3	–	Sell	-1,250	Closed	-$100K	–	905
2017 Q2	$100K	Hold	1,250	–	–	﹤0.01%	356
2017 Q1	$100K	Buy	+1,250	New	+$99.4K	﹤0.01%	348
2015 Q2	–	Sell	-2,490	Closed	-$200K	–	630
2015 Q1	$200K	Hold	2,490	–	–	0.01%	284
2014 Q4	$198K	Hold	2,490	–	–	0.01%	275
2014 Q3	$199K	Hold	2,490	–	–	0.01%	269
2014 Q2	$200K	Buy	+2,490	New	+$200K	0.01%	276

Other funds holding VCSH

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NEPC LLC Boston, Massachusetts $5.02B AUM 7.87% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VCSH Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Short-Term Corporate Bond ETF (VCSH) in Q3 2022, closing a stake of 131 shares — an estimated $10K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VCSH in Q2 2014 and held it in 16 quarters. The position peaked at $200K in Q1 2015. 1,234 funds tracked by Wall St. Rank hold VCSH as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Short-Term Corporate Bond ETF position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 131 Vanguard Short-Term Corporate Bond ETF shares in Q3 2022, an estimated $10K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Short-Term Corporate Bond ETF in Q2 2014 and held it in 16 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Short-Term Corporate Bond ETF position peaked at $200K in Q1 2015.
1,234 funds tracked by Wall St. Rank held Vanguard Short-Term Corporate Bond ETF as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.