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

Balboa 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
2023
Q1 		– Sell
-4,111
Closed -$265K – 328
2022
Q4 		$265K Buy
+4,111
New +$256K 0.12% 173

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MG
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WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RJA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Balboa Wealth Partners's VPL Position: Q1 2023 in Review

Balboa Wealth Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 4,111 shares — an estimated $265K sold.

Balboa Wealth Partners first reported a position in VPL in Q4 2022 and held it in 1 quarter. The position peaked at $265K in Q4 2022. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • Balboa Wealth Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Balboa Wealth Partners sold 4,111 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $265K.
  • Balboa Wealth Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 1 quarter.
  • Balboa Wealth Partners's Vanguard FTSE Pacific ETF position peaked at $265K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on Balboa Wealth Partners's 13F filing for Q1 2023, filed 12 May 2023.