AWM
VPL icon

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

Aevitas 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
2022
Q4 		$322K Sell
4,997
-3,446
-41% -$215K 0.19% 92
2022
Q3 		$485K Sell
8,443
-3,861
-31% -$247K 0.36% 68
2022
Q2 		$781K Sell
12,304
-2,053
-14% -$140K 0.53% 54
2022
Q1 		$1.06M Sell
14,357
-168
-1% -$12.6K 0.65% 44
2021
Q4 		$1.13M Buy
14,525
+90
+0.6% +$7.19K 0.67% 42
2021
Q3 		$1.17M Sell
14,435
-179
-1% -$14.8K 0.75% 35
2021
Q2 		$1.2M Buy
14,614
+28
+0.2% +$2.32K 0.77% 37
2021
Q1 		$1.19M Buy
14,586
+9
+0.1% +$739 0.83% 36
2020
Q4 		$1.16M Sell
14,577
-2,196
-13% -$161K 0.85% 33
2020
Q3 		$1.14M Buy
16,773
+26
+0.2% +$1.74K 0.94% 29
2020
Q2 		$1.07M Sell
16,747
-3,280
-16% -$198K 0.98% 25
2020
Q1 		$1.1M Sell
20,027
-5,175
-21% -$331K 1.24% 23
2019
Q4 		$1.75M Sell
25,202
-424
-2% -$29.1K 1.65% 16
2019
Q3 		$1.69M Sell
25,626
-1,132
-4% -$73.6K 1.7% 18
2019
Q2 		$1.77M Sell
26,758
-2,258
-8% -$148K 1.78% 13
2019
Q1 		$1.91M Sell
29,016
-2,135
-7% -$138K 1.7% 11
2018
Q4 		$1.89M Sell
31,151
-2,365
-7% -$153K 1.93% 10
2018
Q3 		$2.38M Sell
33,516
-68
-0.2% -$4.74K 2.16% 9
2018
Q2 		$2.35M Sell
33,584
-811
-2% -$59K 2.29% 8
2018
Q1 		$2.51M Buy
34,395
+987
+3% +$73.1K 2.51% 6
2017
Q4 		$2.44M Buy
+33,408
New +$2.39M 2.31% 6

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Aevitas Wealth Management's VPL Position: Q4 2022 in Review

Aevitas Wealth Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 41% in Q4 2022, selling an estimated $215K and leaving 4,997 shares worth $322K. The position accounts for 0.19% of the portfolio, ranked #92.

Aevitas Wealth Management first reported a position in VPL in Q4 2017 and has held it in 21 quarters since. The position peaked at $2.51M in Q1 2018. 327 funds tracked by Wall St. Rank hold VPL as of Q4 2022.

  • Aevitas Wealth Management held 4,997 shares of Vanguard FTSE Pacific ETF worth $322K as of Q4 2022.
  • Aevitas Wealth Management sold 3,446 Vanguard FTSE Pacific ETF shares in Q4 2022, an estimated $215K.
  • Vanguard FTSE Pacific ETF made up 0.19% of Aevitas Wealth Management's portfolio in Q4 2022, its #92 holding.
  • Aevitas Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and has held it in 21 quarters since.
  • Aevitas Wealth Management's Vanguard FTSE Pacific ETF position peaked at $2.51M in Q1 2018.
  • 327 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2022.

Based on Aevitas Wealth Management's 13F filing for Q4 2022, filed 24 Jan 2023.