Fiduciary Wealth Partners’s Vanguard Mid-Cap ETF VO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$16M Buy
2025
Q2
$9.97M Buy
2025
Q1
$6.33M Buy
2017
Q3
$6.53M Hold
2017
Q2
$6.33M Sell
2017
Q1
$6.56M Sell
2016
Q4
$6.79M Sell
2016
Q3
$6.68M Sell
2016
Q2
$6.78M Sell
2016
Q1
$6.66M Sell
2015
Q4
$13.4M Buy