Financial Advocates Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Financial Advocates Investment 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
2021 Q1	–	Sell	-15,780	Closed	-$791K	–	807
2020 Q4	$791K	Buy	+15,780	New	+$1.16M	0.05%	351
2020 Q3	–	Sell	-24,109	Closed	-$1.15M	–	689
2020 Q2	$1.15M	Buy	+24,109	New	+$1.45M	0.11%	223
2020 Q1	–	Sell	-14,608	Closed	-$1.02M	–	546
2019 Q4	$1.02M	Buy	14,608 +3,115	+27%	+$214K	0.11%	208
2019 Q3	$759K	Sell	11,493 -2,755	-19%	-$179K	0.09%	226
2019 Q2	$941K	Buy	+14,248	New	+$933K	0.11%	193
2018 Q1	–	Sell	-1,521	Closed	-$111K	–	537
2017 Q4	$111K	Buy	+1,521	New	+$109K	0.02%	472

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Financial Advocates Investment Management's VPL Position: Q1 2021 in Review

Financial Advocates Investment Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2021, closing a stake of 15,780 shares — an estimated $791K sold.

Financial Advocates Investment Management first reported a position in VPL in Q4 2017 and held it in 6 quarters. The position peaked at $1.15M in Q2 2020. 291 funds tracked by Wall St. Rank hold VPL as of Q1 2021.

Financial Advocates Investment Management reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2021 after selling out during the quarter.
Financial Advocates Investment Management sold 15,780 Vanguard FTSE Pacific ETF shares in Q1 2021, an estimated $791K.
Financial Advocates Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 6 quarters.
Financial Advocates Investment Management's Vanguard FTSE Pacific ETF position peaked at $1.15M in Q2 2020.
291 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2021.

Based on Financial Advocates Investment Management's 13F filing for Q1 2021, filed 10 May 2021.