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Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-5,600
Closed -$380K – 667
2023
Q1 		$380K Buy
+5,600
New +$376K ﹤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 +$123K ﹤0.01% 308

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VPL Position: Q2 2023 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 5,600 shares — an estimated $380K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VPL in Q2 2013 and held it in 3 quarters. The position peaked at $380K in Q1 2023. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 5,600 Vanguard FTSE Pacific ETF shares in Q2 2023, an estimated $380K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 3 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard FTSE Pacific ETF position peaked at $380K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.