LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,600
| Closed | -$380K | – | 667 |
|
|
2023
Q1 | $380K | Buy |
+5,600
| New | +$380K | ﹤0.01% | 223 |
|
|
2013
Q4 | – | Sell |
-2,098
| Closed | -$127K | – | 614 |
|
|
2013
Q3 | $127K | Hold |
2,098
| – | – | ﹤0.01% | 287 |
|
|
2013
Q2 | $117K | Buy |
+2,098
| New | +$117K | ﹤0.01% | 308 |
|