Fiduciary Wealth Partners’s Vanguard S&P 500 ETF VOO Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $74.5M | Buy |
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|
2025
Q2 | $30.6M | Sell |
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|
2025
Q1 | $38.2M | Buy |
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|
2017
Q3 | $28.2M | Sell |
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|
2017
Q2 | $33.3M | Sell |
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|
2017
Q1 | $37.7M | Sell |
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|
2016
Q4 | $36.8M | Sell |
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|
2016
Q3 | $35.6M | Sell |
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|
2016
Q2 | $35M | Sell |
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|
2016
Q1 | $36.6M | Sell |
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|
2015
Q4 | $52.3M | Buy |
|