Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Russell 1000 Value ETF VONV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $220K | Sell |
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|
2025
Q2 | $218K | Hold |
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|
2025
Q1 | $201K | Sell |
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|
2024
Q4 | $273K | Sell |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $284K | Sell |
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|
2024
Q1 | $288K | Sell |
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|
2023
Q4 | $316K | Sell |
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|
2023
Q3 | $383K | Sell |
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|
2023
Q2 | $541K | Hold |
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|
2023
Q1 | $522K | Hold |
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|
2022
Q4 | $520K | Hold |
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|
2022
Q3 | $466K | Buy |
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|
2022
Q2 | $403K | Hold |
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|
2022
Q1 | $461K | Buy |
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