Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Mortgage-Backed Securities ETF VMBS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	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%	-$79.1K	﹤0.01%	564
2021 Q2	$92K	Buy	+1,715	New	+$91.7K	﹤0.01%	411
2020 Q4	–	Sell	-1,390	Closed	-$75K	–	801
2020 Q3	$75K	Buy	+1,390	New	+$75.5K	﹤0.01%	354

Other funds holding VMBS

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Mortgage-Backed Securities ETF (VMBS) in Q1 2022, closing a stake of 235 shares — an estimated $12K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VMBS in Q3 2020 and held it in 4 quarters. The position peaked at $92K in Q2 2021. 531 funds tracked by Wall St. Rank hold VMBS as of Q1 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Mortgage-Backed Securities ETF position as of Q1 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 235 Vanguard Mortgage-Backed Securities ETF shares in Q1 2022, an estimated $12K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Mortgage-Backed Securities ETF in Q3 2020 and held it in 4 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Mortgage-Backed Securities ETF position peaked at $92K in Q2 2021.
531 funds tracked by Wall St. Rank held Vanguard Mortgage-Backed Securities ETF as of Q1 2022.

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