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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Industrials ETF VIS Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VIS Stock Details VIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-457
Closed -$93K – 716
2021
Q4 		$93K Buy
+457
New +$91.3K ﹤0.01% 396

Other funds holding VIS

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
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AAS
Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VIS Position: Q1 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Industrials ETF (VIS) in Q1 2022, closing a stake of 457 shares — an estimated $93K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VIS in Q4 2021 and held it in 1 quarter. The position peaked at $93K in Q4 2021. 383 funds tracked by Wall St. Rank hold VIS as of Q1 2022.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Industrials ETF position as of Q1 2022 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 457 Vanguard Industrials ETF shares in Q1 2022, an estimated $93K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Industrials ETF in Q4 2021 and held it in 1 quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Industrials ETF position peaked at $93K in Q4 2021.
  • 383 funds tracked by Wall St. Rank held Vanguard Industrials ETF as of Q1 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2022, filed 13 Apr 2022.