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Confluence Wealth Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Confluence Wealth Services’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
2022
Q1 		– Sell
-2
Closed – – 1143
2021
Q4 		$0 Buy
+2
New +$160 ﹤0.01% 1272

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WA
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RJA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Confluence Wealth Services's VPL Position: Q1 2022 in Review

Confluence Wealth Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 2 shares.

Confluence Wealth Services first reported a position in VPL in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

  • Confluence Wealth Services reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
  • Confluence Wealth Services sold 2 Vanguard FTSE Pacific ETF shares in Q1 2022.
  • Confluence Wealth Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 1 quarter.
  • Confluence Wealth Services's Vanguard FTSE Pacific ETF position peaked at $0 in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on Confluence Wealth Services's 13F filing for Q1 2022, filed 26 Apr 2022.