Baldrige Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Baldrige Asset 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 Q3	–	Sell	-373	Closed	-$24K	–	313
2022 Q2	$24K	Hold	373	–	–	0.01%	201
2022 Q1	$28K	Hold	373	–	–	0.01%	210
2021 Q4	$29K	Hold	373	–	–	0.01%	207
2021 Q3	$30K	Hold	373	–	–	0.01%	204
2021 Q2	$31K	Buy	+373	New	+$31K	0.01%	203

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baldrige Asset Management's VPL Position: Q3 2022 in Review

Baldrige Asset Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2022, closing a stake of 373 shares — an estimated $24K sold.

Baldrige Asset Management first reported a position in VPL in Q2 2021 and held it in 5 quarters. The position peaked at $31K in Q2 2021. 298 funds tracked by Wall St. Rank hold VPL as of Q3 2022.

Baldrige Asset Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2022 after selling out during the quarter.
Baldrige Asset Management sold 373 Vanguard FTSE Pacific ETF shares in Q3 2022, an estimated $24K.
Baldrige Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2021 and held it in 5 quarters.
Baldrige Asset Management's Vanguard FTSE Pacific ETF position peaked at $31K in Q2 2021.
298 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2022.

Based on Baldrige Asset Management's 13F filing for Q3 2022, filed 13 Oct 2022.