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

Cornerstone 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
2018
Q3 		– Sell
-47,070
Closed -$685K – 1562
2018
Q2 		$685K Buy
+47,070
New +$3.42M 0.01% 901

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UBS Group
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FMI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Cornerstone Wealth Management's VPL Position: Q3 2018 in Review

Cornerstone Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 47,070 shares — an estimated $685K sold.

Cornerstone Wealth Management first reported a position in VPL in Q2 2018 and held it in 1 quarter. The position peaked at $685K in Q2 2018. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

  • Cornerstone Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
  • Cornerstone Wealth Management sold 47,070 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $685K.
  • Cornerstone Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 1 quarter.
  • Cornerstone Wealth Management's Vanguard FTSE Pacific ETF position peaked at $685K in Q2 2018.
  • 248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on Cornerstone Wealth Management's 13F filing for Q3 2018, filed 19 Oct 2018.