TFP
Tilia Fiduciary Partners’s Vanguard Small-Cap ETF VB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-441
| Closed | -$87.6K | – | 476 |
|
|
2023
Q2 | $87.6K | Buy |
441
+57
| +15% | +$11.3K | 0.08% | 146 |
|
|
2023
Q1 | $72.8K | Sell |
384
-89
| -19% | -$16.9K | 0.07% | 173 |
|
|
2022
Q4 | $86.8K | Hold |
473
| – | – | 0.08% | 151 |
|
|
2022
Q3 | $83K | Buy |
473
+5
| +1% | +$877 | 0.08% | 149 |
|
|
2022
Q2 | $83K | Buy |
468
+56
| +14% | +$9.93K | 0.08% | 156 |
|
|
2022
Q1 | $88K | Hold |
412
| – | – | 0.07% | 164 |
|
|
2021
Q4 | $93K | Buy |
+412
| New | +$93K | 0.07% | 163 |
|