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 |
|