LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard S&P 500 ETF VOO Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.15M | Buy |
3,787
+20
| +0.5% | +$11.4K | 0.02% | 124 |
|
|
2025
Q1 | $1.85M | Sell |
3,767
-4
| -0.1% | -$1.97K | 0.02% | 127 |
|
|
2024
Q4 | $2.08M | Sell |
3,771
-320
| -8% | -$176K | 0.02% | 131 |
|
|
2024
Q3 | $2.18M | Hold |
4,091
| – | – | 0.02% | 131 |
|
|
2024
Q2 | $2.12M | Buy |
4,091
+2,490
| +156% | +$1.29M | 0.02% | 116 |
|
|
2024
Q1 | $735K | Sell |
1,601
-2,540
| -61% | -$1.17M | 0.01% | 172 |
|
|
2023
Q4 | $1.84M | Buy |
4,141
+3,376
| +441% | +$1.5M | 0.02% | 120 |
|
|
2023
Q3 | $303K | Sell |
765
-90
| -11% | -$35.6K | ﹤0.01% | 240 |
|
|
2023
Q2 | $348K | Buy |
855
+134
| +19% | +$54.6K | ﹤0.01% | 238 |
|
|
2023
Q1 | $271K | Sell |
721
-555
| -43% | -$209K | ﹤0.01% | 250 |
|
|
2022
Q4 | $448K | Sell |
1,276
-110
| -8% | -$38.6K | 0.01% | 208 |
|
|
2022
Q3 | $455K | Hold |
1,386
| – | – | 0.01% | 207 |
|
|
2022
Q2 | $481K | Buy |
1,386
+358
| +35% | +$124K | 0.01% | 211 |
|
|
2022
Q1 | $427K | Buy |
1,028
+940
| +1,068% | +$390K | ﹤0.01% | 227 |
|
|
2021
Q4 | $38K | Hold |
88
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $35K | Hold |
88
| – | – | ﹤0.01% | 489 |
|
|
2021
Q2 | $35K | Buy |
+88
| New | +$35K | ﹤0.01% | 498 |
|
|
2021
Q1 | – | Sell |
-88
| Closed | -$30K | – | 692 |
|
|
2020
Q4 | $30K | Sell |
88
-2,940
| -97% | -$1M | ﹤0.01% | 473 |
|
|
2020
Q3 | $932K | Buy |
3,028
+980
| +48% | +$302K | 0.01% | 148 |
|
|
2020
Q2 | $580K | Buy |
2,048
+1,960
| +2,227% | +$555K | 0.01% | 171 |
|
|
2020
Q1 | $21K | Hold |
88
| – | – | ﹤0.01% | 461 |
|
|
2019
Q4 | $26K | Hold |
88
| – | – | ﹤0.01% | 507 |
|
|
2019
Q3 | $24K | Hold |
88
| – | – | ﹤0.01% | 504 |
|
|
2019
Q2 | $24K | Hold |
88
| – | – | ﹤0.01% | 494 |
|
|
2019
Q1 | $23K | Hold |
88
| – | – | ﹤0.01% | 510 |
|
|
2018
Q4 | $20K | Sell |
88
-10
| -10% | -$2.27K | ﹤0.01% | 522 |
|
|
2018
Q3 | $26K | Hold |
98
| – | – | ﹤0.01% | 478 |
|
|
2018
Q2 | $24K | Hold |
98
| – | – | ﹤0.01% | 491 |
|
|
2018
Q1 | $24K | Hold |
98
| – | – | ﹤0.01% | 521 |
|
|
2017
Q4 | $24K | Sell |
98
-4
| -4% | -$980 | ﹤0.01% | 500 |
|
|
2017
Q3 | $24K | Hold |
102
| – | – | ﹤0.01% | 491 |
|
|
2017
Q2 | $23K | Sell |
102
-300
| -75% | -$67.6K | ﹤0.01% | 483 |
|
|
2017
Q1 | $87K | Buy |
402
+300
| +294% | +$64.9K | ﹤0.01% | 369 |
|
|
2016
Q4 | $21K | Hold |
102
| – | – | ﹤0.01% | 471 |
|
|
2016
Q3 | $20K | Hold |
102
| – | – | ﹤0.01% | 479 |
|
|
2016
Q2 | $20K | Hold |
102
| – | – | ﹤0.01% | 485 |
|
|
2016
Q1 | $19K | Hold |
102
| – | – | ﹤0.01% | 485 |
|
|
2015
Q4 | $19K | Sell |
102
-10
| -9% | -$1.86K | ﹤0.01% | 518 |
|
|
2015
Q3 | $21K | Hold |
112
| – | – | ﹤0.01% | 489 |
|
|
2015
Q2 | $21K | Hold |
112
| – | – | ﹤0.01% | 489 |
|
|
2015
Q1 | $21K | Hold |
112
| – | – | ﹤0.01% | 503 |
|
|
2014
Q4 | $21K | Hold |
112
| – | – | ﹤0.01% | 498 |
|
|
2014
Q3 | $20K | Hold |
112
| – | – | ﹤0.01% | 481 |
|
|
2014
Q2 | $20K | Hold |
112
| – | – | ﹤0.01% | 509 |
|
|
2014
Q1 | $19K | Hold |
112
| – | – | ﹤0.01% | 497 |
|
|
2013
Q4 | $19K | Sell |
112
-113
| -50% | -$19.2K | ﹤0.01% | 478 |
|
|
2013
Q3 | $17K | Hold |
225
| – | – | ﹤0.01% | 455 |
|
|
2013
Q2 | $17K | Buy |
+225
| New | +$17K | ﹤0.01% | 493 |
|