FGC
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Financial Gravity Companies’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$22K Buy
+339
New +$22K 0.02% 475
2018
Q1 		$5K Sell
72
-118
-62% -$8.74K 0.01% 752
2017
Q4 		$14K Buy
+190
New +$13.6K 0.02% 533

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HIIFS
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Financial Gravity Companies's VPL Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Vanguard FTSE Pacific ETF (VPL) in Q4 2018: 339 shares worth $22K. The stake represents 0.02% of the portfolio and ranks #475 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VPL as recently as Q1 2018.

Financial Gravity Companies first reported a position in VPL in Q4 2017 and has held it in 3 quarters since. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Financial Gravity Companies held 339 shares of Vanguard FTSE Pacific ETF worth $22K as of Q4 2018.
  • Vanguard FTSE Pacific ETF was a new Financial Gravity Companies position in Q4 2018.
  • Vanguard FTSE Pacific ETF made up 0.02% of Financial Gravity Companies's portfolio in Q4 2018, its #475 holding.
  • Financial Gravity Companies first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and has held it in 3 quarters since.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.