Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-235
| Closed | -$12K | – | 717 |
|
|
2021
Q4 | $12K | Hold |
235
| – | – | ﹤0.01% | 582 |
|
|
2021
Q3 | $13K | Sell |
235
-1,480
| -86% | -$81.9K | ﹤0.01% | 564 |
|
|
2021
Q2 | $92K | Buy |
+1,715
| New | +$92K | ﹤0.01% | 411 |
|
|
2020
Q4 | – | Sell |
-1,390
| Closed | -$75K | – | 801 |
|
|
2020
Q3 | $75K | Buy |
+1,390
| New | +$75K | ﹤0.01% | 354 |
|