Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Financial ETF Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$11.1 Billion
Q3 2024

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2022 Jul 26, 2022	BUY	$75.42 - $93.29 $21,042 - $26,027	279 New	279 $22,000
Q3 2021 Nov 12, 2021	SELL	$86.32 - $96.09 $1,899 - $2,113	-22 Closed	0 $0
Q2 2021 Aug 13, 2021	BUY	$85.53 - $94.49 $1,881 - $2,078	22 New	22 $2,000
Q3 2018 Oct 31, 2018	SELL	N/A	-400 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	400	400 $28,000

Others Institutions Holding VFH

# of Institutions

685

Shares Held

52.2M

Call Options Held

45K

Put Options Held

10.5K

Bank Of America Corp Charlotte, NC

23.4M
Shares

$2.86 Billion
0.22% of portfolio
Morgan Stanley New York, NY

2.75M
Shares

$336 Million
0.02% of portfolio
Ubs Group Ag

1.88M
Shares

$230 Million
0.05% of portfolio
Beacon Capital Management, Inc.

1.52M
Shares

$186 Million
7.19% of portfolio
Wells Fargo & Company San Francisco, CA

1.37M
Shares

$167 Million
0.03% of portfolio

View Full List

About VANGUARD FINANCIAL ETF

Ticker VFH
Sector ETFs
Industry ETFs

More about VFH

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