Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Total Stock Market ETF VTI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.5M | Sell |
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|
2025
Q2 | $6.42M | Sell |
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|
2025
Q1 | $5.69M | Sell |
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|
2024
Q4 | $7.05M | Sell |
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|
2024
Q3 | $7.17M | Sell |
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|
2024
Q2 | $7.26M | Sell |
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|
2024
Q1 | $6.68M | Sell |
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|
2023
Q4 | $6.94M | Sell |
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|
2023
Q3 | $6.21M | Buy |
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|
2023
Q2 | $4.76M | Sell |
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|
2023
Q1 | $4.95M | Buy |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $3.03M | Sell |
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|
2022
Q2 | $3.2M | Sell |
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|
2022
Q1 | $3.92M | Sell |
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|
2021
Q4 | $4.4M | Sell |
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|
2021
Q3 | $4.11M | Sell |
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|
2021
Q2 | $4.25M | Sell |
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|
2021
Q1 | $4.94M | Sell |
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|
2020
Q4 | $5.27M | Sell |
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|
2020
Q3 | $4.74M | Buy |
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|
2020
Q2 | $3.56M | Hold |
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|
2020
Q1 | $2.93M | Sell |
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|
2019
Q4 | $4.16M | Sell |
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|
2019
Q3 | $4.19M | Sell |
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|
2019
Q2 | $4.31M | Sell |
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|
2019
Q1 | $4.7M | Sell |
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|
2018
Q4 | $4.16M | Buy |
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|
2018
Q3 | $3.97M | Buy |
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|
2018
Q2 | $131K | Hold |
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|
2018
Q1 | $126K | Buy |
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|
2017
Q4 | $42K | Hold |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $39K | Hold |
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|
2017
Q1 | $37K | Buy |
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|
2016
Q4 | $17K | Hold |
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|
2016
Q3 | $17K | Hold |
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|
2016
Q2 | $16K | Hold |
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|
2016
Q1 | $16K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $197K | Hold |
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|
2014
Q3 | $188K | Hold |
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|
2014
Q2 | $189K | Hold |
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|
2014
Q1 | $181K | Hold |
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|
2013
Q4 | $178K | Hold |
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|
2013
Q3 | $163K | Hold |
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|
2013
Q2 | $153K | Buy |
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