Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $291K | Hold |
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|
2025
Q2 | $277K | Hold |
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|
2025
Q1 | $247K | Hold |
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|
2024
Q4 | $272K | Hold |
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|
2024
Q3 | $264K | Hold |
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|
2024
Q2 | $251K | Sell |
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|
2024
Q1 | $450K | Hold |
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|
2023
Q4 | $435K | Hold |
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|
2023
Q3 | $387K | Sell |
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|
2023
Q2 | $613K | Hold |
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|
2023
Q1 | $587K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $85K | Sell |
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|
2018
Q4 | $126K | Buy |
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|
2018
Q3 | $77K | Sell |
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|
2018
Q2 | $106K | Buy |
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|
2018
Q1 | $46K | Hold |
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|
2017
Q4 | $46K | Buy |
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|
2017
Q3 | $15K | Hold |
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|
2017
Q2 | $15K | Hold |
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|
2017
Q1 | $14K | Buy |
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