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

Carmichael Hill & 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
2024
Q3 		$13.3K Hold
170
– – ﹤0.01% 554
2024
Q2 		$12.6K Hold
170
– – ﹤0.01% 545
2024
Q1 		$12.9K Hold
170
– – 0.01% 539
2023
Q4 		$12.2K Hold
170
– – 0.01% 551
2023
Q3 		$11.4K Hold
170
– – 0.01% 550
2023
Q2 		$11.9K Hold
170
– – 0.01% 543
2023
Q1 		$11.5K Sell
170
-171
-50% -$11.5K 0.01% 536
2022
Q4 		$21.9K Hold
341
– – 0.01% 454
2022
Q3 		$20K Hold
341
– – 0.01% 477
2022
Q2 		$22K Hold
341
– – 0.01% 457
2022
Q1 		$25K Hold
341
– – 0.01% 469
2021
Q4 		$27K Hold
341
– – 0.01% 479
2021
Q3 		$28K Hold
341
– – 0.01% 474
2021
Q2 		$28K Hold
341
– – 0.01% 469
2021
Q1 		$28K Hold
341
– – 0.02% 449
2020
Q4 		$27K Hold
341
– – 0.02% 426
2020
Q3 		$23K Buy
341
+171
+101% +$11.4K 0.02% 410
2020
Q2 		$11K Hold
170
– – 0.01% 494
2020
Q1 		$9K Hold
170
– – 0.01% 480
2019
Q4 		$12K Buy
+170
New +$11.7K 0.01% 468

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $4.49B AUM 19.44% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Carmichael Hill & Associates's VPL Position: Q3 2024 in Review

Carmichael Hill & Associates held its Vanguard FTSE Pacific ETF (VPL) position steady in Q3 2024 at 170 shares worth $13.3K. The position accounts for ﹤0.01% of the portfolio, ranked #554.

Carmichael Hill & Associates first reported a position in VPL in Q4 2019 and has held it in 20 quarters since. The position peaked at $28K in Q3 2021. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Carmichael Hill & Associates held 170 shares of Vanguard FTSE Pacific ETF worth $13.3K as of Q3 2024.
  • Carmichael Hill & Associates left its Vanguard FTSE Pacific ETF share count unchanged in Q3 2024.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Carmichael Hill & Associates's portfolio in Q3 2024, its #554 holding.
  • Carmichael Hill & Associates first reported a position in Vanguard FTSE Pacific ETF in Q4 2019 and has held it in 20 quarters since.
  • Carmichael Hill & Associates's Vanguard FTSE Pacific ETF position peaked at $28K in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.