9WM
VPL icon

9258 Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

9258 Wealth Management’s Portfolio VPL Stock Details VPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.88M Buy
23,986
+919
+4% +$69.6K 0.28% 73
2024
Q2 		$1.71M Sell
23,067
-380
-2% -$28.1K 0.26% 76
2024
Q1 		$1.78M Buy
23,447
+752
+3% +$55K 0.28% 72
2023
Q4 		$1.63M Buy
22,695
+724
+3% +$49.2K 0.29% 70
2023
Q3 		$1.47M Sell
21,971
-83
-0.4% -$5.77K 0.29% 72
2023
Q2 		$1.54M Buy
22,054
+458
+2% +$31.6K 0.29% 69
2023
Q1 		$1.46M Buy
21,596
+6,282
+41% +$422K 0.3% 66
2022
Q4 		$985K Sell
15,314
-7,248
-32% -$452K 0.21% 97
2022
Q3 		$1.3M Buy
22,562
+556
+3% +$35.5K 0.33% 70
2022
Q2 		$1.4M Buy
22,006
+7,325
+50% +$501K 0.36% 67
2022
Q1 		$1.09M Buy
14,681
+521
+4% +$38.9K 0.25% 91
2021
Q4 		$1.1M Buy
14,160
+5,017
+55% +$401K 0.25% 90
2021
Q3 		$741K Buy
9,143
+3,278
+56% +$270K 0.2% 127
2021
Q2 		$483K Buy
5,865
+1,351
+30% +$112K 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% -$15.1K 0.12% 195
2020
Q3 		$319K Buy
4,735
+234
+5% +$15.6K 0.12% 194
2020
Q2 		$286K Sell
4,501
-88
-2% -$5.31K 0.12% 212
2020
Q1 		$267K Buy
4,589
+630
+16% +$40.2K 0.12% 205
2019
Q4 		$275K Hold
3,959
– – 0.1% 226
2019
Q3 		$261K Sell
3,959
-216
-5% -$14K 0.2% 143
2019
Q2 		$276K Buy
4,175
+93
+2% +$6.09K 0.22% 136
2019
Q1 		$269K Buy
4,082
+625
+18% +$40.4K 0.23% 126
2018
Q4 		$210K Buy
+3,457
New +$224K 0.2% 146

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

9258 Wealth Management's VPL Position: Q3 2024 in Review

9258 Wealth Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 4% in Q3 2024, buying an estimated $69.6K and bringing the position to 23,986 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #73.

9258 Wealth Management first reported a position in VPL in Q4 2018 and has held it in 24 quarters since. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • 9258 Wealth Management held 23,986 shares of Vanguard FTSE Pacific ETF worth $1.88M as of Q3 2024.
  • 9258 Wealth Management bought 919 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $69.6K.
  • Vanguard FTSE Pacific ETF made up 0.28% of 9258 Wealth Management's portfolio in Q3 2024, its #73 holding.
  • 9258 Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and has held it in 24 quarters since.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.