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

Correct Capital 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
2024
Q2 		– Sell
-13,452
Closed -$1.02M – 136
2024
Q1 		$1.02M Sell
13,452
-3,893
-22% -$285K 0.24% 53
2023
Q4 		$1.25M Buy
+17,345
New +$1.18M 0.32% 36

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 $4.14B AUM 15.99% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Correct Capital Wealth Management's VPL Position: Q2 2024 in Review

Correct Capital Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2024, closing a stake of 13,452 shares — an estimated $1.02M sold.

Correct Capital Wealth Management first reported a position in VPL in Q4 2023 and held it in 2 quarters. The position peaked at $1.25M in Q4 2023. 353 funds tracked by Wall St. Rank hold VPL as of Q2 2024.

  • Correct Capital Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2024 after selling out during the quarter.
  • Correct Capital Wealth Management sold 13,452 Vanguard FTSE Pacific ETF shares in Q2 2024, an estimated $1.02M.
  • Correct Capital Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2023 and held it in 2 quarters.
  • Correct Capital Wealth Management's Vanguard FTSE Pacific ETF position peaked at $1.25M in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2024.

Based on Correct Capital Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.