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EverSource Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

EverSource Wealth 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
2024
Q3 		– Sell
-196
Closed -$15K – 3135
2024
Q2 		$15K Buy
+196
New +$14.5K ﹤0.01% 1650
2023
Q2 		– Sell
-40
Closed -$2.71K – 2616
2023
Q1 		$2.71K Hold
40
– – ﹤0.01% 1844
2022
Q4 		$2.57K Hold
40
– – ﹤0.01% 1835
2022
Q3 		$2K Hold
40
– – ﹤0.01% 1738
2022
Q2 		$3K Buy
+40
New +$2.74K ﹤0.01% 1445

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EverSource Wealth Advisors's VPL Position: Q3 2024 in Review

EverSource Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 196 shares — an estimated $15K sold.

EverSource Wealth Advisors first reported a position in VPL in Q2 2022 and held it in 5 quarters. The position peaked at $15K in Q2 2024. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • EverSource Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • EverSource Wealth Advisors sold 196 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $15K.
  • EverSource Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2022 and held it in 5 quarters.
  • EverSource Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $15K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on EverSource Wealth Advisors's 13F filing for Q3 2024, filed 8 Nov 2024.