LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Consumer Staples ETF VDC Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2016
Q3 | – | Sell |
-47
| Closed | -$7K | – | 641 |
|
2016
Q2 | $7K | Hold |
47
| – | – | ﹤0.01% | 570 |
|
2016
Q1 | $6K | Hold |
47
| – | – | ﹤0.01% | 568 |
|
2015
Q4 | $6K | Hold |
47
| – | – | ﹤0.01% | 589 |
|
2015
Q3 | $6K | Hold |
47
| – | – | ﹤0.01% | 577 |
|
2015
Q2 | $6K | Buy |
+47
| New | +$6K | ﹤0.01% | 577 |
|