Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Dividend Appreciation Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.2 Billion
  • Q3 2025

A detailed history of Loring Wolcott & Coolidge Fiduciary Advisors LLP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 14,490 shares of VIG stock, worth $2.64 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,490
Previous 14,535 0.31%
Holding current value
$2.64 Million
Previous $2.65 Million 0.3%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
SELL
N/A
-45 Reduced 0.31%
14,490 $2.64 Million
Q2 2025

Jul 30, 2025
SELL
N/A
-725 Reduced 4.75%
14,535 $2.65 Million
Q3 2024

Oct 25, 2024
SELL
$182.15 - $182.15 $9,107 - $9,107
-50 Reduced 0.33%
15,260 $2.78 Million
Q2 2024

Jul 17, 2024
SELL
$173.33 - $185.29 $3,119 - $3,335
-18 Reduced 0.12%
15,310 $2.79 Million
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $11,455 - $12,442
68 Added 0.45%
15,328 $2.8 Million
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $174,802 - $187,818
-1,125 Reduced 6.87%
15,260 $2.37 Million
Q1 2023

May 02, 2023
BUY
$147.24 - $158.33 $1.02 Million - $1.1 Million
6,923 Added 73.17%
16,385 $2.52 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $104,574 - $114,588
722 Added 8.26%
9,462 $1.46 Million
Q1 2022

Apr 13, 2022
SELL
N/A
-683 Reduced 7.25%
8,740 $1.42 Million
Q4 2021

Feb 14, 2022
BUY
N/A
683 Added 7.81%
9,423 $1.62 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-2,160 Reduced 19.82%
8,740 $1.34 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-520 Reduced 4.55%
10,900 $1.6 Million
Q1 2020

Apr 15, 2020
SELL
N/A
-660 Reduced 5.46%
11,420 $1.18 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-740 Reduced 5.77%
12,080 $1.51 Million
Q1 2019

Apr 08, 2019
SELL
N/A
-850 Reduced 6.22%
12,820 $1.41 Million
Q3 2018

Oct 31, 2018
BUY
N/A
155 Added 1.15%
13,670 $1.51 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-58 Reduced 0.43%
13,515 $1.37 Million
Q1 2018

Apr 20, 2018
BUY
N/A
58 Added 0.43%
13,573 $1.37 Million
Q3 2017

Oct 27, 2017
SELL
N/A
-425 Reduced 3.05%
13,515 $1.28 Million
Q2 2017

Aug 07, 2017
BUY
N/A
13,940
13,940 $0

Others Institutions Holding VIG

# of Institutions
2,652
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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