Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-400	Closed	-$57K	–	769
2019 Q1	$57K	Sell	400 -17	-4%	-$2.29K	﹤0.01%	394
2018 Q4	$50K	Buy	417 +17	+4%	+$2.18K	﹤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	+$50.2K	﹤0.01%	431

Other funds holding VOT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VOT Position: Q2 2019 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2019, closing a stake of 400 shares — an estimated $57K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VOT in Q4 2017 and held it in 6 quarters. The position peaked at $57K in Q1 2019. 418 funds tracked by Wall St. Rank hold VOT as of Q2 2019.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2019 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 400 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2019, an estimated $57K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and held it in 6 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $57K in Q1 2019.
418 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2019.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2019, filed 9 Aug 2019.