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American Economic Planning Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

American Economic Planning Group’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
2019
Q3 		– Sell
-3,394
Closed -$224K – 97
2019
Q2 		$224K Sell
3,394
-1,054
-24% -$69K 0.07% 84
2019
Q1 		$293K Sell
4,448
-182,164
-98% -$11.8M 0.09% 65
2018
Q4 		$11.3M Sell
186,612
-23,611
-11% -$1.53M 3.66% 6
2018
Q3 		$14.9M Sell
210,223
-27,276
-11% -$1.9M 5.3% 5
2018
Q2 		$16.6M Buy
237,499
+3,921
+2% +$285K 6.15% 4
2018
Q1 		$17M Buy
233,578
+55,983
+32% +$4.15M 6.23% 4
2017
Q4 		$12.9M Sell
177,595
-3,844
-2% -$274K 4.77% 3
2017
Q3 		$12.4M Buy
181,439
+485
+0.3% +$32.6K 4.66% 4
2017
Q2 		$11.9M Buy
180,954
+341
+0.2% +$22K 4.69% 4
2017
Q1 		$11.4M Sell
180,613
-3,150
-2% -$195K 4.59% 3
2016
Q4 		$10.7M Buy
183,763
+93,248
+103% +$5.55M 4.57% 3
2016
Q3 		$5.48M Buy
+90,515
New +$5.33M 2.2% 5

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

American Economic Planning Group's VPL Position: Q3 2019 in Review

American Economic Planning Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2019, closing a stake of 3,394 shares — an estimated $224K sold.

American Economic Planning Group first reported a position in VPL in Q3 2016 and held it in 12 quarters. The position peaked at $17M in Q1 2018. 233 funds tracked by Wall St. Rank hold VPL as of Q3 2019.

  • American Economic Planning Group reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2019 after selling out during the quarter.
  • American Economic Planning Group sold 3,394 Vanguard FTSE Pacific ETF shares in Q3 2019, an estimated $224K.
  • American Economic Planning Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2016 and held it in 12 quarters.
  • American Economic Planning Group's Vanguard FTSE Pacific ETF position peaked at $17M in Q1 2018.
  • 233 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2019.

Based on American Economic Planning Group's 13F filing for Q3 2019, filed 9 Oct 2019.