FWP
Fiduciary Wealth Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.11M | Sell |
21,566
-32,611
| -60% | -$7.73M | 4.81% | 5 |
|
|
2025
Q1 | $12M | Buy |
+54,177
| New | +$12M | 10.38% | 3 |
|
|
2017
Q3 | $9.01M | Buy |
63,755
+110
| +0.2% | +$15.5K | 12.02% | 3 |
|
|
2017
Q2 | $8.63M | Sell |
63,645
-2,913
| -4% | -$395K | 10.56% | 3 |
|
|
2017
Q1 | $8.87M | Sell |
66,558
-1,519
| -2% | -$202K | 8.99% | 4 |
|
|
2016
Q4 | $8.84M | Sell |
68,077
-28
| -0% | -$3.64K | 8.93% | 4 |
|
|
2016
Q3 | $8.32M | Sell |
68,105
-2,306
| -3% | -$282K | 8.32% | 4 |
|
|
2016
Q2 | $8.15M | Buy |
70,411
+76
| +0.1% | +$8.79K | 8.67% | 4 |
|
|
2016
Q1 | $7.84M | Sell |
70,335
-29,830
| -30% | -$3.33M | 8.24% | 4 |
|
|
2015
Q4 | $9.82M | Buy |
+100,165
| New | +$9.82M | 8.58% | 4 |
|