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Bartlett & Co Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Bartlett & Co Wealth 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
2025
Q3 		– Sell
-243
Closed -$20K – 1277
2025
Q2 		$20K Buy
+243
New +$18.5K ﹤0.01% 815
2022
Q2 		– Sell
-245
Closed -$18.1K – 1324
2022
Q1 		$18.1K Buy
+245
New +$18.3K ﹤0.01% 744
2019
Q4 		– Sell
-71
Closed -$4.67K – 886
2019
Q3 		$4.67K Buy
71
+1
+1% +$65 ﹤0.01% 784
2019
Q2 		$4.65K Hold
70
– – ﹤0.01% 632
2019
Q1 		$4.6K Sell
70
-1
-1% -$65 ﹤0.01% 615
2018
Q4 		$4.28K Buy
71
+2
+3% +$130 ﹤0.01% 629
2018
Q3 		$4.95K Hold
69
– – ﹤0.01% 640
2018
Q2 		$4.85K Buy
69
+1
+1% +$73 ﹤0.01% 638
2018
Q1 		$4.94K Buy
+68
New +$5.04K ﹤0.01% 656

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
EPM
Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return