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Fee-Only Financial Planning’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Fee-Only Financial Planning’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
-2,689
Closed -$204K – 41
2024
Q1 		$204K Sell
2,689
-350
-12% -$25.6K 0.14% 41
2023
Q4 		$219K Hold
3,039
– – 0.16% 39
2023
Q3 		$203K Sell
3,039
-66
-2% -$4.58K 0.16% 39
2023
Q2 		$216K Hold
3,105
– – 0.17% 40
2023
Q1 		$211K Sell
3,105
-134
-4% -$9K 0.17% 39
2022
Q4 		$208K Buy
+3,239
New +$202K 0.17% 39

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

Fee-Only Financial Planning's VPL Position: Q2 2024 in Review

Fee-Only Financial Planning sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2024, closing a stake of 2,689 shares — an estimated $204K sold.

Fee-Only Financial Planning first reported a position in VPL in Q4 2022 and held it in 6 quarters. The position peaked at $219K in Q4 2023. 353 funds tracked by Wall St. Rank hold VPL as of Q2 2024.

  • Fee-Only Financial Planning reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2024 after selling out during the quarter.
  • Fee-Only Financial Planning sold 2,689 Vanguard FTSE Pacific ETF shares in Q2 2024, an estimated $204K.
  • Fee-Only Financial Planning first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 6 quarters.
  • Fee-Only Financial Planning's Vanguard FTSE Pacific ETF position peaked at $219K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2024.

Based on Fee-Only Financial Planning's 13F filing for Q2 2024, filed 5 Aug 2024.