Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Financials ETF VFH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-279	Closed	-$22K	–	641
2022 Q2	$22K	Buy	+279	New	+$23.6K	﹤0.01%	499
2021 Q3	–	Sell	-22	Closed	-$2K	–	938
2021 Q2	$2K	Buy	+22	New	+$1.99K	﹤0.01%	898
2018 Q3	–	Sell	-400	Closed	-$27K	–	679
2018 Q2	$27K	Hold	400	–	–	﹤0.01%	481
2018 Q1	$28K	Hold	400	–	–	﹤0.01%	500
2017 Q4	$28K	Buy	+400	New	+$27.1K	﹤0.01%	485

Other funds holding VFH

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

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

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

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Financials ETF (VFH) in Q3 2022, closing a stake of 279 shares — an estimated $22K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VFH in Q4 2017 and held it in 5 quarters. The position peaked at $28K in Q1 2018. 545 funds tracked by Wall St. Rank hold VFH as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Financials ETF position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 279 Vanguard Financials ETF shares in Q3 2022, an estimated $22K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Financials ETF in Q4 2017 and held it in 5 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Financials ETF position peaked at $28K in Q1 2018.
545 funds tracked by Wall St. Rank held Vanguard Financials ETF as of Q3 2022.

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