Tilia Fiduciary Partners’s Vanguard FTSE Developed Markets ETF VEA Stock Holding History

Tilia Fiduciary Partners’s Portfolio VEA Stock Details VEA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,336	Closed	-$61.7K	–	477
2023 Q2	$61.7K	Buy	1,336 +12	+0.9%	+$552	0.06%	187
2023 Q1	$59.8K	Buy	1,324 +5	+0.4%	+$223	0.06%	193
2022 Q4	$55.4K	Buy	1,319 +14	+1%	+$567	0.05%	190
2022 Q3	$47K	Sell	1,305 -76	-6%	-$3.1K	0.05%	205
2022 Q2	$55K	Sell	1,381 -380	-22%	-$16.9K	0.05%	197
2022 Q1	$85K	Buy	1,761 +197	+13%	+$9.59K	0.07%	168
2021 Q4	$80K	Buy	+1,564	New	+$80.3K	0.06%	175

Other funds holding VEA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Tilia Fiduciary Partners's VEA Position: Q3 2023 in Review

Tilia Fiduciary Partners sold out of Vanguard FTSE Developed Markets ETF (VEA) in Q3 2023, closing a stake of 1,336 shares — an estimated $61.7K sold.

Tilia Fiduciary Partners first reported a position in VEA in Q4 2021 and held it in 7 quarters. The position peaked at $85K in Q1 2022. 1,932 funds tracked by Wall St. Rank hold VEA as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Vanguard FTSE Developed Markets ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,336 Vanguard FTSE Developed Markets ETF shares in Q3 2023, an estimated $61.7K.
Tilia Fiduciary Partners first reported a position in Vanguard FTSE Developed Markets ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Vanguard FTSE Developed Markets ETF position peaked at $85K in Q1 2022.
1,932 funds tracked by Wall St. Rank held Vanguard FTSE Developed Markets ETF as of Q3 2023.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2023, filed 10 Oct 2023.