Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Total World Stock ETF VT Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,000	Closed	-$81K	–	714
2019 Q4	$81K	Hold	1,000	–	–	﹤0.01%	372
2019 Q3	$75K	Hold	1,000	–	–	﹤0.01%	370
2019 Q2	$75K	Hold	1,000	–	–	﹤0.01%	362
2019 Q1	$73K	Hold	1,000	–	–	﹤0.01%	363
2018 Q4	$65K	Hold	1,000	–	–	﹤0.01%	378
2018 Q3	$76K	Sell	1,000 -752	-43%	-$56.6K	﹤0.01%	379
2018 Q2	$129K	Buy	1,752 +752	+75%	+$56.1K	﹤0.01%	324
2018 Q1	$74K	Buy	+1,000	New	+$75.8K	﹤0.01%	401
2015 Q4	–	Sell	-1,845	Closed	-$114K	–	677
2015 Q3	$114K	Hold	1,845	–	–	﹤0.01%	343
2015 Q2	$114K	Sell	1,845 -3,155	-63%	-$200K	﹤0.01%	343
2015 Q1	$308K	Hold	5,000	–	–	0.01%	248
2014 Q4	$301K	Hold	5,000	–	–	0.01%	241
2014 Q3	$302K	Hold	5,000	–	–	0.01%	227
2014 Q2	$311K	Buy	+5,000	New	+$304K	0.01%	230

Other funds holding VT

RIM

Rakuten Investment Management Tokyo, Japan $49.2B AUM

Cambridge Associates Boston, Massachusetts $6.27B AUM 14.78% 1-Year Est. Return

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

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

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VT Position: Q1 2020 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Vanguard Total World Stock ETF (VT) in Q1 2020, closing a stake of 1,000 shares — an estimated $81K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VT in Q2 2014 and held it in 14 quarters. The position peaked at $311K in Q2 2014. 492 funds tracked by Wall St. Rank hold VT as of Q1 2020.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Vanguard Total World Stock ETF position as of Q1 2020 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,000 Vanguard Total World Stock ETF shares in Q1 2020, an estimated $81K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Vanguard Total World Stock ETF in Q2 2014 and held it in 14 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Vanguard Total World Stock ETF position peaked at $311K in Q2 2014.
492 funds tracked by Wall St. Rank held Vanguard Total World Stock ETF as of Q1 2020.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q1 2020, filed 15 Apr 2020.