Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Index Fds S&P 500 ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 4,091 shares of VOO stock, worth $2.23 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,091

Previous 4,091 -0.0%

Holding current value

$2.23 Million

Previous $2.05 Million 5.47%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 17, 2024	BUY	$455.1 - $504.28 $1.13 Million - $1.26 Million	2,490 Added 155.53%	4,091 $2.05 Million
Q1 2024 Apr 23, 2024	SELL	$429.43 - $481.35 $1.09 Million - $1.22 Million	-2,540 Reduced 61.34%	1,601 $769,000
Q4 2023 Feb 01, 2024	BUY	$377.32 - $438.19 $1.27 Million - $1.48 Million	3,376 Added 441.31%	4,141 $1.81 Million
Q3 2023 Nov 03, 2023	SELL	$392.7 - $420.68 $35,343 - $37,861	-90 Reduced 10.53%	765 $300,000
Q2 2023 Aug 01, 2023	BUY	$371.44 - $407.28 $49,772 - $54,575	134 Added 18.59%	855 $348,000
Q1 2023 May 02, 2023	SELL	$348.66 - $382.94 $193,506 - $212,531	-555 Reduced 43.5%	721 $271,000
Q4 2022 Feb 14, 2023	SELL	$327.64 - $374.54 $36,040 - $41,199	-110 Reduced 7.94%	1,276 $470,000
Q2 2022 Jul 26, 2022	BUY	$337.07 - $419.85 $120,671 - $150,306	358 Added 34.82%	1,386 $481,000
Q1 2022 Apr 13, 2022	BUY	$382.7 - $439.25 $359,738 - $412,895	940 Added 1068.18%	1,028 $427,000
Q2 2021 Aug 13, 2021	BUY	$368.16 - $394.32 $32,398 - $34,700	88 New	88 $35,000
Q1 2021 Apr 14, 2021	SELL	$339.03 - $365.24 $29,834 - $32,141	-88 Closed	0 $0
Q4 2020 Jan 14, 2021	SELL	$299.82 - $343.69 $881,470 - $1.01 Million	-2,940 Reduced 97.09%	88 $30,000
Q3 2020 Oct 15, 2020	BUY	$285.37 - $328.74 $279,662 - $322,165	980 Added 47.85%	3,028 $932,000
Q2 2020 Jul 30, 2020	BUY	$226.15 - $297.17 $443,254 - $582,453	1,960 Added 2227.27%	2,048 $580,000
Q4 2018 Feb 13, 2019	SELL	$215.07 - $268.24 $2,150 - $2,682	-10 Reduced 10.2%	88 $20,000
Q4 2017 Feb 08, 2018	SELL	$231.73 - $247.65 $926 - $990	-4 Reduced 3.92%	98 $24,000
Q2 2017 Aug 07, 2017	BUY	N/A	102	102 $0

Others Institutions Holding VOO

# of Institutions

3,155

Shares Held

395M

Call Options Held

2.09M

Put Options Held

2.68M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
Sector ETFs
Industry ETFs

More about VOO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Loring Wolcott & Coolidge Fiduciary Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Loring Wolcott & Coolidge Fiduciary Advisors LLP with notifications on news.

Account

Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Index Fds S&P 500 ETF Transaction History