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Calton & Associates’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Calton & Associates’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
Q1 		– Sell
-195
Closed -$15K – 1246
2017
Q4 		$15K Buy
+195
New +$13.9K ﹤0.01% 963

Other funds holding VPL

Wells Fargo
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Calton & Associates's VPL Position: Q1 2018 in Review

Calton & Associates sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2018, closing a stake of 195 shares — an estimated $15K sold.

Calton & Associates first reported a position in VPL in Q4 2017 and held it in 1 quarter. The position peaked at $15K in Q4 2017. 260 funds tracked by Wall St. Rank hold VPL as of Q1 2018.

  • Calton & Associates reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 195 Vanguard FTSE Pacific ETF shares in Q1 2018, an estimated $15K.
  • Calton & Associates first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Vanguard FTSE Pacific ETF position peaked at $15K in Q4 2017.
  • 260 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.