Fiduciary Wealth Partners’s Vanguard Russell 3000 ETF VTHR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
2025
Q4
$447K Hold
2025
Q3
$438K Buy
2025
Q2
Sell
2025
Q1
$367K Buy