LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $900K | Hold |
15,790
| – | – | 0.01% | 163 |
|
|
2025
Q1 | $816K | Buy |
15,790
+826
| +6% | +$42.7K | 0.01% | 169 |
|
|
2024
Q4 | $747K | Hold |
14,964
| – | – | 0.01% | 186 |
|
|
2024
Q3 | $758K | Sell |
14,964
-740
| -5% | -$37.5K | 0.01% | 185 |
|
|
2024
Q2 | $807K | Sell |
15,704
-4,208
| -21% | -$216K | 0.01% | 168 |
|
|
2024
Q1 | $963K | Sell |
19,912
-5,410
| -21% | -$262K | 0.01% | 152 |
|
|
2023
Q4 | $1.2M | Sell |
25,322
-4,795
| -16% | -$227K | 0.01% | 142 |
|
|
2023
Q3 | $1.31M | Sell |
30,117
-6,578
| -18% | -$287K | 0.01% | 131 |
|
|
2023
Q2 | $1.69M | Sell |
36,695
-9,472
| -21% | -$437K | 0.02% | 121 |
|
|
2023
Q1 | $2.09M | Buy |
46,167
+705
| +2% | +$31.8K | 0.02% | 112 |
|
|
2022
Q4 | $1.91M | Hold |
45,462
| – | – | 0.02% | 111 |
|
|
2022
Q3 | $1.65M | Sell |
45,462
-1,930
| -4% | -$70.2K | 0.02% | 116 |
|
|
2022
Q2 | $1.93M | Buy |
47,392
+12,497
| +36% | +$510K | 0.02% | 115 |
|
|
2022
Q1 | $1.68M | Sell |
34,895
-2,905
| -8% | -$140K | 0.02% | 133 |
|
|
2021
Q4 | $1.93M | Buy |
37,800
+34,302
| +981% | +$1.75M | 0.02% | 129 |
|
|
2021
Q3 | $177K | Hold |
3,498
| – | – | ﹤0.01% | 328 |
|
|
2021
Q2 | $180K | Buy |
+3,498
| New | +$180K | ﹤0.01% | 334 |
|
|
2020
Q4 | – | Sell |
-9,996
| Closed | -$409K | – | 800 |
|
|
2020
Q3 | $409K | Buy |
9,996
+8,576
| +604% | +$351K | 0.01% | 211 |
|
|
2020
Q2 | $55K | Sell |
1,420
-701
| -33% | -$27.2K | ﹤0.01% | 370 |
|
|
2020
Q1 | $71K | Buy |
2,121
+701
| +49% | +$23.5K | ﹤0.01% | 334 |
|
|
2019
Q4 | $63K | Hold |
1,420
| – | – | ﹤0.01% | 396 |
|
|
2019
Q3 | $58K | Hold |
1,420
| – | – | ﹤0.01% | 396 |
|
|
2019
Q2 | $59K | Hold |
1,420
| – | – | ﹤0.01% | 391 |
|
|
2019
Q1 | $58K | Sell |
1,420
-5,786
| -80% | -$236K | ﹤0.01% | 391 |
|
|
2018
Q4 | $267K | Sell |
7,206
-9,081
| -56% | -$336K | ﹤0.01% | 234 |
|
|
2018
Q3 | $705K | Buy |
+16,287
| New | +$705K | 0.01% | 181 |
|
|
2018
Q2 | – | Sell |
-5,337
| Closed | -$236K | – | 735 |
|
|
2018
Q1 | $236K | Buy |
+5,337
| New | +$236K | ﹤0.01% | 259 |
|