LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Growth ETF VUG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $879K | Hold |
2,006
| – | – | 0.01% | 165 |
|
|
2025
Q1 | $723K | Sell |
2,006
-505
| -20% | -$182K | 0.01% | 179 |
|
|
2024
Q4 | $1.04M | Hold |
2,511
| – | – | 0.01% | 163 |
|
|
2024
Q3 | $981K | Sell |
2,511
-12
| -0.5% | -$4.69K | 0.01% | 166 |
|
|
2024
Q2 | $976K | Sell |
2,523
-10
| -0.4% | -$3.87K | 0.01% | 154 |
|
|
2024
Q1 | $825K | Buy |
2,533
+47
| +2% | +$15.3K | 0.01% | 160 |
|
|
2023
Q4 | $790K | Hold |
2,486
| – | – | 0.01% | 169 |
|
|
2023
Q3 | $688K | Hold |
2,486
| – | – | 0.01% | 173 |
|
|
2023
Q2 | $703K | Buy |
2,486
+2,431
| +4,420% | +$688K | 0.01% | 173 |
|
|
2023
Q1 | $13.7K | Sell |
55
-15
| -21% | -$3.74K | ﹤0.01% | 497 |
|
|
2022
Q4 | $14.9K | Hold |
70
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $15K | Hold |
70
| – | – | ﹤0.01% | 507 |
|
|
2022
Q2 | $16K | Hold |
70
| – | – | ﹤0.01% | 524 |
|
|
2022
Q1 | $20K | Sell |
70
-30
| -30% | -$8.57K | ﹤0.01% | 519 |
|
|
2021
Q4 | $32K | Hold |
100
| – | – | ﹤0.01% | 496 |
|
|
2021
Q3 | $29K | Hold |
100
| – | – | ﹤0.01% | 499 |
|
|
2021
Q2 | $29K | Buy |
+100
| New | +$29K | ﹤0.01% | 512 |
|
|
2021
Q1 | – | Sell |
-107
| Closed | -$27K | – | 703 |
|
|
2020
Q4 | $27K | Buy |
+107
| New | +$27K | ﹤0.01% | 485 |
|