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Baystate Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Baystate 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
2023
Q4 		$3.6K Hold
50
– – ﹤0.01% 952
2023
Q3 		$3.34K Sell
50
-12
-19% -$834 ﹤0.01% 736
2023
Q2 		$4.33K Buy
62
+12
+24% +$828 ﹤0.01% 722
2023
Q1 		$3.39K Sell
50
-182
-78% -$12.2K ﹤0.01% 752
2022
Q4 		$15K Buy
232
+182
+364% +$11.4K ﹤0.01% 513
2022
Q3 		$3K Hold
50
– – ﹤0.01% 722
2022
Q2 		$3K Hold
50
– – ﹤0.01% 737
2022
Q1 		$4K Hold
50
– – ﹤0.01% 695
2021
Q4 		$4K Hold
50
– – ﹤0.01% 692
2021
Q3 		$4K Hold
50
– – ﹤0.01% 626
2021
Q2 		$4K Buy
+50
New +$4.15K ﹤0.01% 593
2013
Q3 		– Sell
-62
Closed -$3K – 225
2013
Q2 		$3K Buy
+62
New +$3.63K ﹤0.01% 258

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Baystate Wealth Management's VPL Position: Q4 2023 in Review

Baystate Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q4 2023 at 50 shares worth $3.6K. The position accounts for ﹤0.01% of the portfolio, ranked #952.

Baystate Wealth Management first reported a position in VPL in Q2 2013 and has held it in 12 quarters since. The position peaked at $15K in Q4 2022. 348 funds tracked by Wall St. Rank hold VPL as of Q4 2023.

  • Baystate Wealth Management held 50 shares of Vanguard FTSE Pacific ETF worth $3.6K as of Q4 2023.
  • Baystate Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q4 2023.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #952 holding.
  • Baystate Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and has held it in 12 quarters since.
  • Baystate Wealth Management's Vanguard FTSE Pacific ETF position peaked at $15K in Q4 2022.
  • 348 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.