Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Russell 1000 Growth ETF VONG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Hold |
2,292
| – | – | ﹤0.01% | 254 |
|
|
2025
Q1 | $206K | Sell |
2,292
-539
| -19% | -$48.5K | ﹤0.01% | 265 |
|
|
2024
Q4 | $294K | Sell |
2,831
-292
| -9% | -$30.3K | ﹤0.01% | 244 |
|
|
2024
Q3 | $306K | Hold |
3,123
| – | – | ﹤0.01% | 236 |
|
|
2024
Q2 | $303K | Sell |
3,123
-210
| -6% | -$20.4K | ﹤0.01% | 235 |
|
|
2024
Q1 | $274K | Sell |
3,333
-475
| -12% | -$39K | ﹤0.01% | 245 |
|
|
2023
Q4 | $304K | Sell |
3,808
-1,300
| -25% | -$104K | ﹤0.01% | 239 |
|
|
2023
Q3 | $356K | Sell |
5,108
-1,125
| -18% | -$78.5K | ﹤0.01% | 225 |
|
|
2023
Q2 | $441K | Hold |
6,233
| – | – | ﹤0.01% | 220 |
|
|
2023
Q1 | $392K | Hold |
6,233
| – | – | ﹤0.01% | 219 |
|
|
2022
Q4 | $344K | Hold |
6,233
| – | – | ﹤0.01% | 232 |
|
|
2022
Q3 | $338K | Buy |
6,233
+1,265
| +25% | +$68.6K | ﹤0.01% | 235 |
|
|
2022
Q2 | $280K | Hold |
4,968
| – | – | ﹤0.01% | 256 |
|
|
2022
Q1 | $355K | Buy |
+4,968
| New | +$355K | ﹤0.01% | 239 |
|