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Tilia Fiduciary Partners’s Vanguard FTSE All-World ex-US Small-Cap Index Fund VSS Stock Holding History

Tilia Fiduciary Partners’s Portfolio VSS Stock Details VSS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4
Closed – – 541
2022
Q2 		$0 Sell
4
-2
-33% -$227 ﹤0.01% 555
2022
Q1 		$1K Buy
+6
New +$753 ﹤0.01% 526

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Commonwealth Equity Services
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TAIM
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Morgan Stanley
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Northwestern Mutual Wealth Management
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Tilia Fiduciary Partners's VSS Position: Q3 2022 in Review

Tilia Fiduciary Partners sold out of Vanguard FTSE All-World ex-US Small-Cap Index Fund (VSS) in Q3 2022, closing a stake of 4 shares.

Tilia Fiduciary Partners first reported a position in VSS in Q1 2022 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 496 funds tracked by Wall St. Rank hold VSS as of Q3 2022.

  • Tilia Fiduciary Partners reported no remaining Vanguard FTSE All-World ex-US Small-Cap Index Fund position as of Q3 2022 after selling out during the quarter.
  • Tilia Fiduciary Partners sold 4 Vanguard FTSE All-World ex-US Small-Cap Index Fund shares in Q3 2022.
  • Tilia Fiduciary Partners first reported a position in Vanguard FTSE All-World ex-US Small-Cap Index Fund in Q1 2022 and held it in 2 quarters.
  • Tilia Fiduciary Partners's Vanguard FTSE All-World ex-US Small-Cap Index Fund position peaked at $1K in Q1 2022.
  • 496 funds tracked by Wall St. Rank held Vanguard FTSE All-World ex-US Small-Cap Index Fund as of Q3 2022.

Based on Tilia Fiduciary Partners's 13F filing for Q3 2022, filed 27 Oct 2022.