LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Energy ETF VDE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.9K | Hold |
108
| – | – | ﹤0.01% | 472 |
|
|
2025
Q1 | $12.2K | Hold |
108
| – | – | ﹤0.01% | 473 |
|
|
2024
Q4 | $13.7K | Hold |
108
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $13.5K | Hold |
108
| – | – | ﹤0.01% | 484 |
|
|
2024
Q2 | $14K | Hold |
108
| – | – | ﹤0.01% | 473 |
|
|
2024
Q1 | $14.4K | Hold |
108
| – | – | ﹤0.01% | 478 |
|
|
2023
Q4 | $12.6K | Hold |
108
| – | – | ﹤0.01% | 487 |
|
|
2023
Q3 | $13.3K | Hold |
108
| – | – | ﹤0.01% | 507 |
|
|
2023
Q2 | $12.2K | Buy |
+108
| New | +$12.2K | ﹤0.01% | 532 |
|
|
2019
Q1 | – | Sell |
-25
| Closed | -$2K | – | 767 |
|
|
2018
Q4 | $2K | Buy |
+25
| New | +$2K | ﹤0.01% | 650 |
|