Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Total World Stk Index Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2020 Apr 15, 2020	SELL	$54.48 - $83.17 $54,480 - $83,170	-1,000 Closed	0 $0
Q3 2018 Oct 31, 2018	SELL	N/A	-752 Reduced 42.92%	1,000 $76,000
Q2 2018 Aug 07, 2018	BUY	N/A	752 Added 75.2%	1,752 $129,000
Q1 2018 Apr 20, 2018	BUY	N/A	1,000 New	1,000 $74,000

Others Institutions Holding VT

# of Institutions

1,001

Shares Held

88.9M

Call Options Held

149K

Put Options Held

44.9K

Texas Treasury Safekeeping Trust CO Austin, TX

11.8M
Shares

$1.39 Billion
50.12% of portfolio
Cambridge Associates LLC Boston, MA

4.18M
Shares

$494 Million
18.74% of portfolio
Morgan Stanley New York, NY

4.04M
Shares

$477 Million
0.04% of portfolio
Bank Of America Corp Charlotte, NC

2.43M
Shares

$287 Million
0.02% of portfolio
Partners Capital Investment Group, LLP Boston, MA

2.41M
Shares

$284 Million
4.91% of portfolio

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