BBJS Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

BBJS Financial 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
2024 Q3	$11.2M	Buy	142,429 +67	+0%	+$5.07K	3.98%	8
2024 Q2	$10.6M	Sell	142,362 -14,626	-9%	-$1.08M	3.94%	8
2024 Q1	$11.9M	Sell	156,988 -5,842	-4%	-$427K	4.26%	7
2023 Q4	$11.7M	Buy	162,830 +554	+0.3%	+$37.6K	4.07%	7
2023 Q3	$10.9M	Buy	162,276 +4,172	+3%	+$290K	4.11%	6
2023 Q2	$11M	Sell	158,104 -127	-0.1%	-$8.77K	4.42%	6
2023 Q1	$10.7M	Sell	158,231 -2,329	-1%	-$156K	4.37%	6
2022 Q4	$10.3M	Buy	+160,560	New	+$10M	4.66%	5

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BBJS Financial Advisors's VPL Position: Q3 2024 in Review

BBJS Financial Advisors increased its Vanguard FTSE Pacific ETF (VPL) stake by 0.05% in Q3 2024, buying an estimated $5.07K and bringing the position to 142,429 shares worth $11.2M. The position accounts for 3.98% of the portfolio, ranked #8.

BBJS Financial Advisors first reported a position in VPL in Q4 2022 and has held it in 8 quarters since. The position peaked at $11.9M in Q1 2024. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

BBJS Financial Advisors held 142,429 shares of Vanguard FTSE Pacific ETF worth $11.2M as of Q3 2024.
BBJS Financial Advisors bought 67 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $5.07K.
Vanguard FTSE Pacific ETF made up 3.98% of BBJS Financial Advisors's portfolio in Q3 2024, its #8 holding.
BBJS Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and has held it in 8 quarters since.
BBJS Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $11.9M in Q1 2024.
352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.