FWP
Fiduciary Wealth Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-8,768
| Closed | -$948K | – | 11 |
|
|
2017
Q2 | $948K | Hold |
8,768
| – | – | 1.16% | 6 |
|
|
2017
Q1 | $900K | Hold |
8,768
| – | – | 0.91% | 7 |
|
|
2016
Q4 | $844K | Hold |
8,768
| – | – | 0.85% | 8 |
|
|
2016
Q3 | $873K | Hold |
8,768
| – | – | 0.87% | 8 |
|
|
2016
Q2 | $816K | Buy |
8,768
+3,123
| +55% | +$291K | 0.87% | 8 |
|
|
2016
Q1 | $527K | Hold |
5,645
| – | – | 0.55% | 9 |
|
|
2015
Q4 | $524K | Buy |
+5,645
| New | +$524K | 0.46% | 8 |
|