Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $277K | Hold |
990
| – | – | ﹤0.01% | 246 |
|
|
2025
Q1 | $247K | Hold |
990
| – | – | ﹤0.01% | 249 |
|
|
2024
Q4 | $272K | Hold |
990
| – | – | ﹤0.01% | 251 |
|
|
2024
Q3 | $264K | Hold |
990
| – | – | ﹤0.01% | 252 |
|
|
2024
Q2 | $251K | Sell |
990
-910
| -48% | -$231K | ﹤0.01% | 251 |
|
|
2024
Q1 | $450K | Hold |
1,900
| – | – | ﹤0.01% | 207 |
|
|
2023
Q4 | $435K | Hold |
1,900
| – | – | ﹤0.01% | 211 |
|
|
2023
Q3 | $387K | Sell |
1,900
-885
| -32% | -$180K | ﹤0.01% | 220 |
|
|
2023
Q2 | $613K | Hold |
2,785
| – | – | 0.01% | 187 |
|
|
2023
Q1 | $587K | Buy |
+2,785
| New | +$587K | 0.01% | 187 |
|
|
2019
Q2 | – | Sell |
-530
| Closed | -$85K | – | 768 |
|
|
2019
Q1 | $85K | Sell |
530
-382
| -42% | -$61.3K | ﹤0.01% | 341 |
|
|
2018
Q4 | $126K | Buy |
912
+440
| +93% | +$60.8K | ﹤0.01% | 295 |
|
|
2018
Q3 | $77K | Sell |
472
-200
| -30% | -$32.6K | ﹤0.01% | 378 |
|
|
2018
Q2 | $106K | Buy |
672
+372
| +124% | +$58.7K | ﹤0.01% | 349 |
|
|
2018
Q1 | $46K | Hold |
300
| – | – | ﹤0.01% | 454 |
|
|
2017
Q4 | $46K | Buy |
300
+200
| +200% | +$30.7K | ﹤0.01% | 445 |
|
|
2017
Q3 | $15K | Hold |
100
| – | – | ﹤0.01% | 534 |
|
|
2017
Q2 | $15K | Hold |
100
| – | – | ﹤0.01% | 521 |
|
|
2017
Q1 | $14K | Buy |
+100
| New | +$14K | ﹤0.01% | 526 |
|