Bridgeworth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Bridgeworth’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
2018 Q3	–	Sell	-155	Closed	-$10K	–	532
2018 Q2	$10K	Buy	+155	New	+$11.3K	﹤0.01%	449

Other funds holding VPL

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Bridgeworth's VPL Position: Q3 2018 in Review

Bridgeworth sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 155 shares — an estimated $10K sold.

Bridgeworth first reported a position in VPL in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

Bridgeworth reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
Bridgeworth sold 155 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $10K.
Bridgeworth first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 1 quarter.
Bridgeworth's Vanguard FTSE Pacific ETF position peaked at $10K in Q2 2018.
248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on Bridgeworth's 13F filing for Q3 2018, filed 13 Nov 2018.