Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Specialized Funds Van Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

  • $11.1 Billion
  • Q3 2024

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 17, 2024
BUY
$78.61 - $85.97 $13,992 - $15,302
178 Added 287.1%
240 $20,000
Q1 2024

Apr 23, 2024
BUY
$82.58 - $89.12 $5,119 - $5,525
62 New
62 $5,000
Q3 2023

Nov 03, 2023
BUY
$75.44 - $86.89 $82,455 - $94,970
1,093 New
1,093 $82,000
Q1 2023

May 02, 2023
BUY
$77.59 - $93.7 $407,347 - $491,925
5,250 New
5,250 $435,000
Q3 2022

Oct 25, 2022
SELL
$79.28 - $102.13 $7,214 - $9,293
-91 Reduced 19.0%
388 $31,000
Q2 2022

Jul 26, 2022
BUY
$87.04 - $112.5 $19,061 - $24,637
219 Added 84.23%
479 $44,000
Q1 2022

Apr 13, 2022
BUY
$99.96 - $115.1 $10,995 - $12,661
110 Added 73.33%
260 $28,000
Q3 2021

Nov 12, 2021
SELL
$101.78 - $110.92 $20,356 - $22,184
-200 Reduced 57.14%
150 $15,000
Q2 2021

Aug 13, 2021
BUY
$93.53 - $105.5 $32,735 - $36,925
350 New
350 $36,000
Q1 2021

Apr 14, 2021
SELL
$81.97 - $92.98 $69,674 - $79,033
-850 Closed
0 $0
Q4 2020

Jan 14, 2021
SELL
$76.08 - $86.67 $38,040 - $43,335
-500 Reduced 37.04%
850 $72,000
Q3 2020

Oct 15, 2020
SELL
$76.31 - $83.64 $34,339 - $37,638
-450 Reduced 25.0%
1,350 $107,000
Q2 2019

Aug 09, 2019
SELL
N/A
-500 Reduced 21.74%
1,800 $157,000
Q4 2018

Feb 13, 2019
BUY
N/A
500 Added 27.78%
2,300 $172,000
Q1 2018

Apr 20, 2018
SELL
N/A
-400 Reduced 18.18%
1,800 $136,000
Q2 2017

Aug 07, 2017
BUY
N/A
2,200
2,200 $0

Others Institutions Holding VNQ

# of Institutions
1,825
Shares Held
241M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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