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Aris Wealth Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Aris Wealth Services’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
2015
Q3 		– Sell
-447
Closed -$27K – 493
2015
Q2 		$27K Buy
+447
New +$28.2K 0.02% 288

Other funds holding VPL

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FMI
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PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Aris Wealth Services's VPL Position: Q3 2015 in Review

Aris Wealth Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2015, closing a stake of 447 shares — an estimated $27K sold.

Aris Wealth Services first reported a position in VPL in Q2 2015 and held it in 1 quarter. The position peaked at $27K in Q2 2015. 156 funds tracked by Wall St. Rank hold VPL as of Q3 2015.

  • Aris Wealth Services reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 447 Vanguard FTSE Pacific ETF shares in Q3 2015, an estimated $27K.
  • Aris Wealth Services first reported a position in Vanguard FTSE Pacific ETF in Q2 2015 and held it in 1 quarter.
  • Aris Wealth Services's Vanguard FTSE Pacific ETF position peaked at $27K in Q2 2015.
  • 156 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.