Financial Gravity Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Financial Gravity Asset 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	$20.9K	Sell	282 -1	-0.4%	-$74	0.01%	387
2024 Q1	$20.4K	Hold	283	–	–	0.01%	377
2023 Q4	$20.4K	Buy	+283	New	+$19.2K	0.01%	389
2021 Q3	$113K	Hold	390	–	–	0.05%	320
2021 Q2	$114K	Buy	+390	New	+$32.4K	0.04%	319
2020 Q4	$29K	Buy	+369	New	+$27.1K	0.03%	111
2019 Q4	$91K	Buy	351 +15	+4%	+$1.03K	0.06%	362
2019 Q3	$22K	Buy	336 +1	+0.3%	+$65	0.02%	439
2019 Q2	$22K	Sell	335 -4	-1%	-$262	0.02%	471
2019 Q1	$23K	Buy	+339	New	+$21.9K	0.02%	424
2018 Q3	$22K	Buy	347 +252	+265%	+$17.6K	0.02%	464
2018 Q2	$7K	Buy	95 +23	+32%	+$1.67K	0.01%	664
2018 Q1	$5K	Buy	+72	New	+$5.33K	0.01%	752

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Financial Gravity Asset Management's VPL Position: Q2 2024 in Review

Financial Gravity Asset Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 0.35% in Q2 2024, selling an estimated $74 and leaving 282 shares worth $20.9K. The position accounts for 0.01% of the portfolio, ranked #387.

Financial Gravity Asset Management first reported a position in VPL in Q1 2018 and has held it in 13 quarters since. The position peaked at $114K in Q2 2021. 354 funds tracked by Wall St. Rank hold VPL as of Q2 2024.

Financial Gravity Asset Management held 282 shares of Vanguard FTSE Pacific ETF worth $20.9K as of Q2 2024.
Financial Gravity Asset Management sold 1 Vanguard FTSE Pacific ETF share in Q2 2024, an estimated $74.
Vanguard FTSE Pacific ETF made up 0.01% of Financial Gravity Asset Management's portfolio in Q2 2024, its #387 holding.
Financial Gravity Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Vanguard FTSE Pacific ETF position peaked at $114K in Q2 2021.
354 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.