Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.13M | Sell |
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|
2025
Q2 | $2.15M | Buy |
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|
2025
Q1 | $1.85M | Sell |
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|
2024
Q4 | $2.08M | Sell |
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|
2024
Q3 | $2.18M | Hold |
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|
2024
Q2 | $2.12M | Buy |
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|
2024
Q1 | $735K | Sell |
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|
2023
Q4 | $1.84M | Buy |
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|
2023
Q3 | $303K | Sell |
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|
2023
Q2 | $348K | Buy |
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|
2023
Q1 | $271K | Sell |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $455K | Hold |
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|
2022
Q2 | $481K | Buy |
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|
2022
Q1 | $427K | Buy |
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|
2021
Q4 | $38K | Hold |
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|
2021
Q3 | $35K | Hold |
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|
2021
Q2 | $35K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $30K | Sell |
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|
2020
Q3 | $932K | Buy |
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|
2020
Q2 | $580K | Buy |
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|
2020
Q1 | $21K | Hold |
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|
2019
Q4 | $26K | Hold |
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|
2019
Q3 | $24K | Hold |
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|
2019
Q2 | $24K | Hold |
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|
2019
Q1 | $23K | Hold |
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|
2018
Q4 | $20K | Sell |
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|
2018
Q3 | $26K | Hold |
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|
2018
Q2 | $24K | Hold |
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|
2018
Q1 | $24K | Hold |
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|
2017
Q4 | $24K | Sell |
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|
2017
Q3 | $24K | Hold |
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|
2017
Q2 | $23K | Sell |
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|
2017
Q1 | $87K | Buy |
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|
2016
Q4 | $21K | Hold |
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|
2016
Q3 | $20K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Sell |
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|
2015
Q3 | $21K | Hold |
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|
2015
Q2 | $21K | Hold |
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|
2015
Q1 | $21K | Hold |
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|
2014
Q4 | $21K | Hold |
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|
2014
Q3 | $20K | Hold |
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|
2014
Q2 | $20K | Hold |
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|
2014
Q1 | $19K | Hold |
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|
2013
Q4 | $19K | Sell |
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|
2013
Q3 | $17K | Hold |
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|
2013
Q2 | $17K | Buy |
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