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Abacus Wealth Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Abacus Wealth Partners’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
2022
Q1 		– Sell
-2,603
Closed -$203K – 124
2021
Q4 		$203K Hold
2,603
– – 0.07% 117
2021
Q3 		$211K Hold
2,603
– – 0.08% 106
2021
Q2 		$214K Sell
2,603
-420
-14% -$34.9K 0.08% 107
2021
Q1 		$247K Sell
3,023
-364
-11% -$29.9K 0.18% 86
2020
Q4 		$270K Buy
+3,387
New +$249K 0.24% 64

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Abacus Wealth Partners's VPL Position: Q1 2022 in Review

Abacus Wealth Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 2,603 shares — an estimated $203K sold.

Abacus Wealth Partners first reported a position in VPL in Q4 2020 and held it in 5 quarters. The position peaked at $270K in Q4 2020. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

  • Abacus Wealth Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
  • Abacus Wealth Partners sold 2,603 Vanguard FTSE Pacific ETF shares in Q1 2022, an estimated $203K.
  • Abacus Wealth Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 5 quarters.
  • Abacus Wealth Partners's Vanguard FTSE Pacific ETF position peaked at $270K in Q4 2020.
  • 306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on Abacus Wealth Partners's 13F filing for Q1 2022, filed 31 May 2023.