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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
-307
-52% -$22.7K 0.01% 387
2024
Q1 		$43.7K Buy
589
+303
+106% +$22.2K 0.01% 409
2023
Q4 		$20.6K Buy
286
+283
+9,433% +$19.2K ﹤0.01% 686
2023
Q3 		$189 Sell
3
-67
-96% -$4.66K ﹤0.01% 960
2023
Q2 		$1.86K Buy
70
+2
+3% +$138 0.01% 663
2023
Q1 		$200 Buy
68
+4
+6% +$269 0.01% 616
2022
Q4 		$1.5K Sell
64
-50
-44% -$3.12K 0.01% 588
2022
Q3 		$169 Sell
114
-12
-10% -$767 0.01% 577
2022
Q2 		$186 Sell
126
-22
-15% -$1.5K 0.01% 536
2022
Q1 		$219 Sell
148
-420
-74% -$31.4K 0.01% 556
2021
Q4 		$263 Buy
568
+178
+46% +$14.2K 0.01% 596
2021
Q3 		$113K Hold
390
– – 0.05% 320
2021
Q2 		$114K Sell
390
-88
-18% -$7.3K 0.04% 319
2021
Q1 		$264 Buy
478
+109
+30% +$8.96K 0.01% 432
2020
Q4 		$29K Buy
+369
New +$27.1K 0.03% 111
2020
Q2 		– Sell
-380
Closed -$2.7K – 894
2020
Q1 		$2.7K Buy
380
+29
+8% +$1.85K 0.01% 377
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
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

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

Financial Gravity Asset Management reduced its Vanguard FTSE Pacific ETF (VPL) stake by 52% in Q2 2024, selling an estimated $22.7K 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 23 quarters since. The position peaked at $114K in Q2 2021. 353 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 307 Vanguard FTSE Pacific ETF shares in Q2 2024, an estimated $22.7K.
  • 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 23 quarters since.
  • Financial Gravity Asset Management's Vanguard FTSE Pacific ETF position peaked at $114K in Q2 2021.
  • 353 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.