LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Information Technology ETF VGT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-25
| Closed | -$12.3K | – | 592 |
|
|
2023
Q4 | $12.3K | Hold |
25
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $10.5K | Buy |
+25
| New | +$10.5K | ﹤0.01% | 515 |
|
|
2022
Q1 | – | Sell |
-5
| Closed | -$2K | – | 715 |
|
|
2021
Q4 | $2K | Sell |
5
-33
| -87% | -$13.2K | ﹤0.01% | 702 |
|
|
2021
Q3 | $15K | Buy |
38
+33
| +660% | +$13K | ﹤0.01% | 548 |
|
|
2021
Q2 | $2K | Buy |
+5
| New | +$2K | ﹤0.01% | 899 |
|