Fiduciary Wealth Partners’s Vanguard FTSE Emerging Markets ETF VWO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$849K Sell
17,167
-13,249
-44% -$655K 0.8% 18
2025
Q1
$1.38M Buy
+30,416
New +$1.38M 1.19% 12
2017
Q3
$528K Buy
12,116
+2
+0% +$87 0.7% 5
2017
Q2
$495K Buy
12,114
+5,475
+82% +$224K 0.61% 7
2017
Q1
$264K Buy
6,639
+90
+1% +$3.58K 0.27% 11
2016
Q4
$240K Sell
6,549
-1,356
-17% -$49.7K 0.24% 13
2016
Q3
$297K Hold
7,905
0.3% 12
2016
Q2
$278K Buy
7,905
+2,835
+56% +$99.7K 0.3% 13
2016
Q1
$175K Sell
5,070
-149,576
-97% -$5.16M 0.18% 13
2015
Q4
$187K Buy
+154,646
New +$187K 0.16% 12