Loring Wolcott & Coolidge Fiduciary Advisors LLP Vanguard Intl Eqty Ftse All Wo Transaction History

Loring Wolcott & Coolidge Fiduciary Advisors LLP

$10.5 Billion
Q2 2024

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 23, 2024	BUY	$109.57 - $116.86 $5,149 - $5,492	47 Added 35.07%	181 $21,000
Q4 2023 Feb 01, 2024	SELL	$99.44 - $115.1 $80,546 - $93,231	-810 Reduced 85.81%	134 $15,000
Q3 2023 Nov 03, 2023	BUY	$105.51 - $115.93 $30,281 - $33,271	287 Added 43.68%	944 $100,000
Q2 2022 Jul 26, 2022	SELL	N/A	-48 Reduced 6.81%	657 $68,000
Q2 2021 Aug 13, 2021	BUY	N/A	705 New	705 $96,000

Q1 2021 Apr 14, 2021	SELL	N/A	-805 Closed	0 $0
Q1 2020 Apr 15, 2020	BUY	N/A	55 Added 7.33%	805 $63,000
Q3 2019 Nov 05, 2019	SELL	N/A	-150 Reduced 16.67%	750 $76,000
Q2 2017 Aug 07, 2017	BUY	N/A	900	900 $0

Others Institutions Holding VSS

# of Institutions

622

Shares Held

42.8M

Call Options Held

5.3K

Put Options Held

2.4K

Empower Advisory Group, LLC Greenwood Village, CO

4.21M
Shares

$505 Million
1.84% of portfolio
Personal Capital Advisors Corp

3.68M
Shares

$441 Million
1.84% of portfolio
Natixis Advisors, L.P. Boston, MA

2.54M
Shares

$304 Million
0.68% of portfolio
Mason Investment Advisory Services, Inc. Reston, VA

1.82M
Shares

$218 Million
14.71% of portfolio
Bessemer Group Inc Woodbridge, NJ

1.76M
Shares

$211 Million
0.37% of portfolio

View Full List

About VANGUARD INTL EQTY FTSE ALL-WO

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