9258 Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.88M | Buy |
23,986
+919
| +4% | +$72K | 0.28% | 73 |
|
|
2024
Q2 | $1.71M | Sell |
23,067
-380
| -2% | -$28.2K | 0.26% | 76 |
|
|
2024
Q1 | $1.78M | Buy |
23,447
+752
| +3% | +$57.2K | 0.28% | 72 |
|
|
2023
Q4 | $1.63M | Buy |
22,695
+724
| +3% | +$52.2K | 0.29% | 70 |
|
|
2023
Q3 | $1.47M | Sell |
21,971
-83
| -0.4% | -$5.55K | 0.29% | 72 |
|
|
2023
Q2 | $1.54M | Buy |
22,054
+458
| +2% | +$31.9K | 0.29% | 69 |
|
|
2023
Q1 | $1.46M | Buy |
21,596
+6,282
| +41% | +$426K | 0.3% | 66 |
|
|
2022
Q4 | $985K | Sell |
15,314
-7,248
| -32% | -$466K | 0.21% | 97 |
|
|
2022
Q3 | $1.3M | Buy |
22,562
+556
| +3% | +$31.9K | 0.33% | 70 |
|
|
2022
Q2 | $1.4M | Buy |
22,006
+7,325
| +50% | +$465K | 0.36% | 67 |
|
|
2022
Q1 | $1.09M | Buy |
14,681
+521
| +4% | +$38.6K | 0.25% | 91 |
|
|
2021
Q4 | $1.11M | Buy |
14,160
+5,017
| +55% | +$392K | 0.25% | 90 |
|
|
2021
Q3 | $741K | Buy |
9,143
+3,278
| +56% | +$266K | 0.2% | 127 |
|
|
2021
Q2 | $483K | Buy |
5,865
+1,351
| +30% | +$111K | 0.13% | 173 |
|
|
2021
Q1 | $369K | Sell |
4,514
-15
| -0.3% | -$1.23K | 0.11% | 199 |
|
|
2020
Q4 | $360K | Sell |
4,529
-206
| -4% | -$16.4K | 0.12% | 195 |
|
|
2020
Q3 | $319K | Buy |
4,735
+234
| +5% | +$15.8K | 0.12% | 194 |
|
|
2020
Q2 | $286K | Sell |
4,501
-88
| -2% | -$5.59K | 0.12% | 212 |
|
|
2020
Q1 | $267K | Buy |
4,589
+630
| +16% | +$36.7K | 0.12% | 205 |
|
|
2019
Q4 | $275K | Hold |
3,959
| – | – | 0.1% | 226 |
|
|
2019
Q3 | $261K | Sell |
3,959
-216
| -5% | -$14.2K | 0.2% | 143 |
|
|
2019
Q2 | $276K | Buy |
4,175
+93
| +2% | +$6.15K | 0.22% | 136 |
|
|
2019
Q1 | $269K | Buy |
4,082
+625
| +18% | +$41.2K | 0.23% | 126 |
|
|
2018
Q4 | $210K | Buy |
+3,457
| New | +$210K | 0.2% | 146 |
|