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Concert Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Concert Wealth Management’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
2016
Q4 		– Sell
-758
Closed -$46K – 918
2016
Q3 		$46K Buy
+758
New +$44.6K 0.01% 826

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FMI
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UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PS
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WF
WealthTrust Fairport Cleveland, Ohio $1.06B AUM 3.47% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.48B AUM 10.49% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Concert Wealth Management's VPL Position: Q4 2016 in Review

Concert Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2016, closing a stake of 758 shares — an estimated $46K sold.

Concert Wealth Management first reported a position in VPL in Q3 2016 and held it in 1 quarter. The position peaked at $46K in Q3 2016. 182 funds tracked by Wall St. Rank hold VPL as of Q4 2016.

  • Concert Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 758 Vanguard FTSE Pacific ETF shares in Q4 2016, an estimated $46K.
  • Concert Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2016 and held it in 1 quarter.
  • Concert Wealth Management's Vanguard FTSE Pacific ETF position peaked at $46K in Q3 2016.
  • 182 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.