Loring Wolcott & Coolidge Fiduciary Advisors’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $98.2K | Hold |
1,986
| – | – | ﹤0.01% | 344 |
|
|
2025
Q1 | $88.3K | Sell |
1,986
-1,250
| -39% | -$55.6K | ﹤0.01% | 342 |
|
|
2024
Q4 | $142K | Hold |
3,236
| – | – | ﹤0.01% | 316 |
|
|
2024
Q3 | $152K | Buy |
3,236
+825
| +34% | +$38.8K | ﹤0.01% | 306 |
|
|
2024
Q2 | $109K | Buy |
2,411
+1,466
| +155% | +$66.6K | ﹤0.01% | 327 |
|
|
2024
Q1 | $39K | Sell |
945
-1,300
| -58% | -$53.6K | ﹤0.01% | 415 |
|
|
2023
Q4 | $89K | Sell |
2,245
-41
| -2% | -$1.63K | ﹤0.01% | 363 |
|
|
2023
Q3 | $88.7K | Hold |
2,286
| – | – | ﹤0.01% | 366 |
|
|
2023
Q2 | $93K | Sell |
2,286
-914
| -29% | -$37.2K | ﹤0.01% | 375 |
|
|
2023
Q1 | $129K | Sell |
3,200
-2,314
| -42% | -$93.5K | ﹤0.01% | 319 |
|
|
2022
Q4 | $215K | Sell |
5,514
-1,266
| -19% | -$49.3K | ﹤0.01% | 277 |
|
|
2022
Q3 | $247K | Sell |
6,780
-985
| -13% | -$35.9K | ﹤0.01% | 265 |
|
|
2022
Q2 | $323K | Buy |
7,765
+5,715
| +279% | +$238K | ﹤0.01% | 244 |
|
|
2022
Q1 | $95K | Sell |
2,050
-700
| -25% | -$32.4K | ﹤0.01% | 379 |
|
|
2021
Q4 | $136K | Sell |
2,750
-9,005
| -77% | -$445K | ﹤0.01% | 351 |
|
|
2021
Q3 | $588K | Sell |
11,755
-31,221
| -73% | -$1.56M | 0.01% | 206 |
|
|
2021
Q2 | $2.33M | Buy |
42,976
+18,245
| +74% | +$991K | 0.02% | 119 |
|
|
2021
Q1 | $1.29M | Buy |
24,731
+8,186
| +49% | +$426K | 0.01% | 147 |
|
|
2020
Q4 | $829K | Buy |
16,545
+3,548
| +27% | +$178K | 0.01% | 168 |
|
|
2020
Q3 | $562K | Buy |
12,997
+7,935
| +157% | +$343K | 0.01% | 180 |
|
|
2020
Q2 | $201K | Buy |
5,062
+288
| +6% | +$11.4K | ﹤0.01% | 245 |
|
|
2020
Q1 | $160K | Buy |
4,774
+1,027
| +27% | +$34.4K | ﹤0.01% | 252 |
|
|
2019
Q4 | $167K | Sell |
3,747
-147
| -4% | -$6.55K | ﹤0.01% | 291 |
|
|
2019
Q3 | $157K | Sell |
3,894
-929
| -19% | -$37.5K | ﹤0.01% | 288 |
|
|
2019
Q2 | $205K | Sell |
4,823
-11,816
| -71% | -$502K | ﹤0.01% | 263 |
|
|
2019
Q1 | $707K | Sell |
16,639
-4,315
| -21% | -$183K | 0.01% | 173 |
|
|
2018
Q4 | $798K | Buy |
20,954
+2,608
| +14% | +$99.3K | 0.01% | 165 |
|
|
2018
Q3 | $752K | Buy |
18,346
+11,304
| +161% | +$463K | 0.01% | 177 |
|
|
2018
Q2 | $297K | Hold |
7,042
| – | – | 0.01% | 243 |
|
|
2018
Q1 | $331K | Buy |
7,042
+2,316
| +49% | +$109K | 0.01% | 229 |
|
|
2017
Q4 | $217K | Hold |
4,726
| – | – | ﹤0.01% | 277 |
|
|
2017
Q3 | $206K | Hold |
4,726
| – | – | ﹤0.01% | 277 |
|
|
2017
Q2 | $203K | Hold |
4,726
| – | – | ﹤0.01% | 269 |
|
|
2017
Q1 | $188K | Buy |
4,726
+1,750
| +59% | +$69.6K | ﹤0.01% | 280 |
|
|
2016
Q4 | $106K | Hold |
2,976
| – | – | ﹤0.01% | 328 |
|
|
2016
Q3 | $112K | Sell |
2,976
-1,075
| -27% | -$40.5K | ﹤0.01% | 320 |
|
|
2016
Q2 | $143K | Hold |
4,051
| – | – | ﹤0.01% | 292 |
|
|
2016
Q1 | $140K | Buy |
4,051
+41
| +1% | +$1.42K | ﹤0.01% | 281 |
|
|
2015
Q4 | $131K | Hold |
4,010
| – | – | ﹤0.01% | 311 |
|
|
2015
Q3 | $164K | Hold |
4,010
| – | – | ﹤0.01% | 296 |
|
|
2015
Q2 | $164K | Hold |
4,010
| – | – | ﹤0.01% | 296 |
|
|
2015
Q1 | $164K | Sell |
4,010
-1,380
| -26% | -$56.4K | ﹤0.01% | 308 |
|
|
2014
Q4 | $216K | Sell |
5,390
-120
| -2% | -$4.81K | 0.01% | 266 |
|
|
2014
Q3 | $230K | Sell |
5,510
-1,000
| -15% | -$41.7K | 0.01% | 250 |
|
|
2014
Q2 | $281K | Sell |
6,510
-3,339
| -34% | -$144K | 0.01% | 238 |
|
|
2014
Q1 | $400K | Buy |
9,849
+3,339
| +51% | +$136K | 0.01% | 207 |
|
|
2013
Q4 | $268K | Sell |
6,510
-566
| -8% | -$23.3K | 0.01% | 235 |
|
|
2013
Q3 | $284K | Buy |
7,076
+175
| +3% | +$7.02K | 0.01% | 219 |
|
|
2013
Q2 | $268K | Buy |
+6,901
| New | +$268K | 0.01% | 233 |
|