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Epic Trust Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Epic Trust Investment Advisors’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
-6,069
Closed -$473K – 98
2021
Q4 		$473K Buy
+6,069
New +$485K 0.69% 34

Other funds holding VPL

WA
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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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Epic Trust Investment Advisors's VPL Position: Q1 2022 in Review

Epic Trust Investment Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 6,069 shares — an estimated $473K sold.

Epic Trust Investment Advisors first reported a position in VPL in Q4 2021 and held it in 1 quarter. The position peaked at $473K in Q4 2021. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

  • Epic Trust Investment Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
  • Epic Trust Investment Advisors sold 6,069 Vanguard FTSE Pacific ETF shares in Q1 2022, an estimated $473K.
  • Epic Trust Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 1 quarter.
  • Epic Trust Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $473K in Q4 2021.
  • 306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on Epic Trust Investment Advisors's 13F filing for Q1 2022, filed 20 Apr 2022.