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B. Riley Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

B. Riley Wealth Advisors’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
2023
Q3 		– Sell
-4,278
Closed -$298K – 1635
2023
Q2 		$298K Buy
4,278
+16
+0.4% +$1.1K 0.01% 1125
2023
Q1 		$289K Sell
4,262
-1,460
-26% -$98K 0.01% 1084
2022
Q4 		$368K Buy
5,722
+292
+5% +$18.2K 0.01% 933
2022
Q3 		$312K Buy
+5,430
New +$347K 0.01% 984
2022
Q1 		– Sell
-5,373
Closed -$419K – 1510
2021
Q4 		$419K Sell
5,373
-1,154
-18% -$92.2K 0.01% 914
2021
Q3 		$531K Buy
6,527
+14
+0.2% +$1.16K 0.02% 748
2021
Q2 		$536K Buy
6,513
+1,283
+25% +$107K 0.02% 737
2021
Q1 		$428K Buy
5,230
+1,423
+37% +$117K 0.02% 814
2020
Q4 		$303K Sell
3,807
-90,592
-96% -$6.66M 0.02% 752
2020
Q3 		$6.22M Buy
94,399
+6,359
+7% +$425K 0.33% 73
2020
Q2 		$5.6M Buy
+88,040
New +$5.31M 0.37% 67

Other funds holding VPL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

B. Riley Wealth Advisors's VPL Position: Q3 2023 in Review

B. Riley Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2023, closing a stake of 4,278 shares — an estimated $298K sold.

B. Riley Wealth Advisors first reported a position in VPL in Q2 2020 and held it in 11 quarters. The position peaked at $6.22M in Q3 2020. 320 funds tracked by Wall St. Rank hold VPL as of Q3 2023.

  • B. Riley Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 4,278 Vanguard FTSE Pacific ETF shares in Q3 2023, an estimated $298K.
  • B. Riley Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2020 and held it in 11 quarters.
  • B. Riley Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $6.22M in Q3 2020.
  • 320 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q3 2023, filed 1 Dec 2023.