Fiduciary Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.97M | Buy |
35,633
+11,162
| +46% | +$3.12M | 9.39% | 2 |
|
|
2025
Q1 | $6.33M | Buy |
+24,471
| New | +$6.33M | 5.47% | 4 |
|
|
2017
Q3 | $6.53M | Hold |
44,409
| – | – | 8.71% | 4 |
|
|
2017
Q2 | $6.33M | Sell |
44,409
-2,698
| -6% | -$385K | 7.74% | 4 |
|
|
2017
Q1 | $6.56M | Sell |
47,107
-3,702
| -7% | -$515K | 6.65% | 5 |
|
|
2016
Q4 | $6.79M | Sell |
50,809
-792
| -2% | -$106K | 6.86% | 5 |
|
|
2016
Q3 | $6.68M | Sell |
51,601
-3,251
| -6% | -$421K | 6.68% | 5 |
|
|
2016
Q2 | $6.78M | Sell |
54,852
-46
| -0.1% | -$5.69K | 7.22% | 5 |
|
|
2016
Q1 | $6.66M | Sell |
54,898
-80,854
| -60% | -$9.8M | 6.99% | 5 |
|
|
2015
Q4 | $13.4M | Buy |
+135,752
| New | +$13.4M | 11.71% | 3 |
|