Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Value ETF VTV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $881K | Buy |
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|
2025
Q2 | $607K | Hold |
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|
2025
Q1 | $561K | Sell |
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|
2024
Q4 | $663K | Sell |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $641K | Sell |
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|
2024
Q1 | $734K | Sell |
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|
2023
Q4 | $948K | Hold |
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|
2023
Q3 | $864K | Hold |
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|
2023
Q2 | $893K | Buy |
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|
2023
Q1 | $209K | Hold |
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|
2022
Q4 | $212K | Hold |
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|
2022
Q3 | $186K | Hold |
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|
2022
Q2 | $199K | Hold |
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|
2022
Q1 | $223K | Hold |
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|
2021
Q4 | $222K | Hold |
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|
2021
Q3 | $204K | Hold |
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|
2021
Q2 | $208K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $180K | Hold |
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|
2020
Q3 | $158K | Hold |
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|
2020
Q2 | $150K | Hold |
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|
2020
Q1 | $134K | Sell |
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|
2019
Q4 | $186K | Hold |
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|
2019
Q3 | $173K | Hold |
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|
2019
Q2 | $172K | Hold |
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|
2019
Q1 | $167K | Sell |
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|
2018
Q4 | $162K | Hold |
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|
2018
Q3 | $183K | Hold |
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|
2018
Q2 | $171K | Hold |
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|
2018
Q1 | $170K | Hold |
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|
2017
Q4 | $175K | Hold |
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|
2017
Q3 | $165K | Hold |
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|
2017
Q2 | $162K | Hold |
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|
2017
Q1 | $157K | Hold |
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|
2016
Q4 | $153K | Hold |
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|
2016
Q3 | $144K | Hold |
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|
2016
Q2 | $140K | Hold |
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|
2016
Q1 | $136K | Hold |
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|
2015
Q4 | $135K | Hold |
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|
2015
Q3 | $138K | Hold |
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|
2015
Q2 | $138K | Hold |
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|
2015
Q1 | $138K | Hold |
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|
2014
Q4 | $139K | Hold |
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|
2014
Q3 | $134K | Hold |
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|
2014
Q2 | $134K | Hold |
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|
2014
Q1 | $129K | Hold |
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|
2013
Q4 | $126K | Hold |
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|
2013
Q3 | $115K | Hold |
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|
2013
Q2 | $112K | Buy |
|