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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Short-Term Treasury ETF VGSH Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VGSH Stock Details VGSH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-3,872
Closed -$223K – 583
2024
Q1 		$223K Hold
3,872
– – ﹤0.01% 262
2023
Q4 		$227K Hold
3,872
– – ﹤0.01% 267
2023
Q3 		$223K Buy
+3,872
New +$223K ﹤0.01% 276

Other funds holding VGSH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PCIG
Partners Capital Investment Group Boston, Massachusetts $2.65B AUM 16.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VGSH Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Short-Term Treasury ETF (VGSH) in Q2 2024, closing a stake of 3,872 shares — an estimated $223K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VGSH in Q3 2023 and held it in 3 quarters. The position peaked at $227K in Q4 2023. 845 funds tracked by Wall St. Rank hold VGSH as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Short-Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 3,872 Vanguard Short-Term Treasury ETF shares in Q2 2024, an estimated $223K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Short-Term Treasury ETF in Q3 2023 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Short-Term Treasury ETF position peaked at $227K in Q4 2023.
  • 845 funds tracked by Wall St. Rank held Vanguard Short-Term Treasury ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.