Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-400
| Closed | -$57K | – | 769 |
|
|
2019
Q1 | $57K | Sell |
400
-17
| -4% | -$2.42K | ﹤0.01% | 394 |
|
|
2018
Q4 | $50K | Buy |
417
+17
| +4% | +$2.04K | ﹤0.01% | 414 |
|
|
2018
Q3 | $57K | Hold |
400
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $54K | Hold |
400
| – | – | ﹤0.01% | 420 |
|
|
2018
Q1 | $52K | Hold |
400
| – | – | ﹤0.01% | 443 |
|
|
2017
Q4 | $51K | Buy |
+400
| New | +$51K | ﹤0.01% | 431 |
|