Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE All-World ex-US ETF VEU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $696K | Hold |
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|
2025
Q2 | $643K | Hold |
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|
2025
Q1 | $584K | Buy |
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|
2024
Q4 | $418K | Sell |
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|
2024
Q3 | $501K | Hold |
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|
2024
Q2 | $501K | Sell |
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|
2024
Q1 | $940K | Hold |
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|
2023
Q4 | $913K | Hold |
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|
2023
Q3 | $855K | Buy |
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|
2023
Q2 | $489K | Sell |
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|
2023
Q1 | $1.07M | Buy |
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|
2022
Q4 | $417K | Hold |
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|
2022
Q3 | $369K | Hold |
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|
2022
Q2 | $416K | Hold |
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|
2022
Q1 | $479K | Hold |
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|
2021
Q4 | $510K | Hold |
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|
2021
Q3 | $507K | Hold |
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|
2021
Q2 | $528K | Buy |
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|
2021
Q1 | $493K | Hold |
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|
2020
Q4 | $474K | Hold |
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|
2020
Q3 | $410K | Hold |
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|
2020
Q2 | $387K | Buy |
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|
2020
Q1 | $97K | Sell |
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|
2019
Q4 | $321K | Buy |
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|
2019
Q3 | $241K | Sell |
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|
2019
Q2 | $419K | Buy |
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|
2019
Q1 | $257K | Buy |
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|
2018
Q4 | $113K | Hold |
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|
2018
Q3 | $129K | Hold |
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|
2018
Q2 | $128K | Sell |
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|
2018
Q1 | $216K | Hold |
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|
2017
Q4 | $218K | Sell |
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|
2017
Q3 | $216K | Hold |
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|
2017
Q2 | $212K | Hold |
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|
2017
Q1 | $196K | Hold |
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|
2016
Q4 | $181K | Buy |
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|
2016
Q3 | $181K | Hold |
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|
2016
Q2 | $170K | Hold |
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|
2016
Q1 | $172K | Hold |
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|
2015
Q4 | $173K | Buy |
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|
2015
Q3 | $87K | Hold |
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|
2015
Q2 | $87K | Hold |
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|
2015
Q1 | $88K | Hold |
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|
2014
Q4 | $84K | Hold |
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|
2014
Q3 | $89K | Hold |
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|
2014
Q2 | $94K | Hold |
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|
2014
Q1 | $91K | Hold |
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|
2013
Q4 | $91K | Hold |
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|
2013
Q3 | $87K | Hold |
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|
2013
Q2 | $80K | Buy |
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