Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Dividend Appreciation 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 Dividend Appreciation stock. As of the latest transaction made, Loring Wolcott & Coolidge Fiduciary Advisors LLP holds 15,260 shares of VIG stock, worth $2.78 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

15,260

Previous 15,310 0.33%

Holding current value

$2.78 Million

Previous $2.79 Million 0.54%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,249

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

View Full List

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