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Benjamin Edwards Inc’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Benjamin Edwards Inc’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
2020
Q4 		– Sell
-756
Closed -$51K – 386
2020
Q3 		$51K Sell
756
-25
-3% -$1.67K 0.04% 219
2020
Q2 		$50K Buy
781
+56
+8% +$3.38K 0.04% 199
2020
Q1 		$40K Buy
+725
New +$46.3K 0.04% 186

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Benjamin Edwards Inc's VPL Position: Q4 2020 in Review

Benjamin Edwards Inc sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2020, closing a stake of 756 shares — an estimated $51K sold.

Benjamin Edwards Inc first reported a position in VPL in Q1 2020 and held it in 3 quarters. The position peaked at $51K in Q3 2020. 276 funds tracked by Wall St. Rank hold VPL as of Q4 2020.

  • Benjamin Edwards Inc reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2020 after selling out during the quarter.
  • Benjamin Edwards Inc sold 756 Vanguard FTSE Pacific ETF shares in Q4 2020, an estimated $51K.
  • Benjamin Edwards Inc first reported a position in Vanguard FTSE Pacific ETF in Q1 2020 and held it in 3 quarters.
  • Benjamin Edwards Inc's Vanguard FTSE Pacific ETF position peaked at $51K in Q3 2020.
  • 276 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2020.

Based on Benjamin Edwards Inc's 13F filing for Q4 2020, filed 16 Feb 2021.