Choreo LLC’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Choreo LLC’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
2026 Q1	$428K	Sell	4,382 -2,258	-34%	-$225K	0.01%	1027
2025 Q4	$604K	Sell	6,640 -20	-0.3%	-$1.81K	0.01%	833
2025 Q3	$585K	Buy	6,660 +422	+7%	+$35.9K	0.01%	857
2025 Q2	$513K	Buy	6,238 +402	+7%	+$30.7K	0.01%	883
2025 Q1	$423K	Sell	5,836 -3,531	-38%	-$259K	0.01%	916
2024 Q4	$666K	Buy	9,367 +448	+5%	+$33.5K	0.01%	749
2024 Q3	$698K	Sell	8,919 -21	-0.2%	-$1.59K	0.01%	739
2024 Q2	$660K	Buy	8,940 +2,794	+45%	+$207K	0.01%	685
2024 Q1	$467K	Buy	6,146 +252	+4%	+$18.4K	0.01%	439
2023 Q4	$425K	Hold	5,894	–	–	0.01%	434
2023 Q3	$394K	Buy	5,894 +1,300	+28%	+$90.3K	0.01%	319
2023 Q2	$320K	Buy	4,594 +300	+7%	+$20.7K	0.01%	367
2023 Q1	$291K	Buy	+4,294	New	+$288K	0.01%	394
2018 Q2	–	Sell	-5,077	Closed	-$370K	–	274
2018 Q1	$370K	Sell	5,077 -1,488	-23%	-$110K	0.04%	188
2017 Q4	$479K	Buy	6,565 +194	+3%	+$13.9K	0.06%	163
2017 Q3	$434K	Buy	6,371 +17	+0.3%	+$1.14K	0.06%	170
2017 Q2	$418K	Buy	6,354 +2,538	+67%	+$164K	0.06%	165
2017 Q1	$241K	Buy	+3,816	New	+$236K	0.04%	228

Other funds holding VPL

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

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

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

Elm Partners Management Philadelphia, Pennsylvania $2.31B AUM 16.02% 1-Year Est. Return

Bank of America

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

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

HighTower Advisors

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Janney Montgomery Scott

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