Fiduciary Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $30.6M | Sell |
53,858
-20,515
| -28% | -$11.7M | 28.82% | 1 |
|
|
2025
Q1 | $38.2M | Buy |
+74,373
| New | +$38.2M | 33.03% | 1 |
|
|
2017
Q3 | $28.2M | Sell |
122,408
-27,717
| -18% | -$6.4M | 37.69% | 2 |
|
|
2017
Q2 | $33.3M | Sell |
150,125
-24,154
| -14% | -$5.36M | 40.79% | 1 |
|
|
2017
Q1 | $37.7M | Sell |
174,279
-2,452
| -1% | -$530K | 38.23% | 1 |
|
|
2016
Q4 | $36.8M | Sell |
176,731
-2,332
| -1% | -$485K | 37.14% | 1 |
|
|
2016
Q3 | $35.6M | Sell |
179,063
-3,003
| -2% | -$597K | 35.57% | 1 |
|
|
2016
Q2 | $35M | Sell |
182,066
-12,026
| -6% | -$2.31M | 37.25% | 1 |
|
|
2016
Q1 | $36.6M | Sell |
194,092
-105,570
| -35% | -$19.9M | 38.45% | 1 |
|
|
2015
Q4 | $52.3M | Buy |
+299,662
| New | +$52.3M | 45.66% | 1 |
|