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

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,189	Closed	-$48.4K	–	495
2023 Q2	$48.4K	Buy	1,189 +56	+5%	+$2.26K	0.04%	219
2023 Q1	$45.8K	Buy	1,133 +545	+93%	+$22.2K	0.04%	216
2022 Q4	$22.9K	Buy	588 +7	+1%	+$267	0.02%	275
2022 Q3	$21K	Sell	581 -114	-16%	-$4.63K	0.02%	284
2022 Q2	$28K	Sell	695 -18	-3%	-$777	0.03%	264
2022 Q1	$33K	Buy	713 +40	+6%	+$1.92K	0.03%	258
2021 Q4	$33K	Buy	+673	New	+$33.9K	0.03%	266

Other funds holding VWO

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

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $38.5B AUM 18.4% 1-Year Est. Return

WIT LLC District Of Columbia, District of Columbia $5.3B AUM 20.46% 1-Year Est. Return

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

Tilia Fiduciary Partners sold out of Vanguard FTSE Emerging Markets ETF (VWO) in Q3 2023, closing a stake of 1,189 shares — an estimated $48.4K sold.

Tilia Fiduciary Partners first reported a position in VWO in Q4 2021 and held it in 7 quarters. The position peaked at $48.4K in Q2 2023. 1,914 funds tracked by Wall St. Rank hold VWO as of Q3 2023.

Tilia Fiduciary Partners reported no remaining Vanguard FTSE Emerging Markets ETF position as of Q3 2023 after selling out during the quarter.
Tilia Fiduciary Partners sold 1,189 Vanguard FTSE Emerging Markets ETF shares in Q3 2023, an estimated $48.4K.
Tilia Fiduciary Partners first reported a position in Vanguard FTSE Emerging Markets ETF in Q4 2021 and held it in 7 quarters.
Tilia Fiduciary Partners's Vanguard FTSE Emerging Markets ETF position peaked at $48.4K in Q2 2023.
1,914 funds tracked by Wall St. Rank held Vanguard FTSE Emerging Markets ETF as of Q3 2023.

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