Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard Growth ETF VUG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $983K | Hold |
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|
2025
Q3 | $973K | Hold |
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|
2025
Q2 | $879K | Hold |
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|
2025
Q1 | $723K | Sell |
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|
2024
Q4 | $1.04M | Hold |
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|
2024
Q3 | $981K | Sell |
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|
2024
Q2 | $976K | Sell |
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|
2024
Q1 | $825K | Buy |
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|
2023
Q4 | $790K | Hold |
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|
2023
Q3 | $688K | Hold |
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|
2023
Q2 | $703K | Buy |
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|
2023
Q1 | $13.7K | Sell |
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|
2022
Q4 | $14.9K | Hold |
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|
2022
Q3 | $15K | Hold |
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|
2022
Q2 | $16K | Hold |
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|
2022
Q1 | $20K | Sell |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $29K | Hold |
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|
2021
Q2 | $29K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $27K | Buy |
|