FCA
VPL icon

FinTrust Capital Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

FinTrust Capital Advisors’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
Q3 		$21K Sell
268
-73
-21% -$5.53K ﹤0.01% 794
2024
Q2 		$25.3K Hold
341
– – ﹤0.01% 715
2024
Q1 		$25.9K Buy
341
+268
+367% +$19.6K 0.01% 692
2023
Q4 		$5.26K Buy
+73
New +$4.96K ﹤0.01% 951

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FinTrust Capital Advisors's VPL Position: Q3 2024 in Review

FinTrust Capital Advisors reduced its Vanguard FTSE Pacific ETF (VPL) stake by 21% in Q3 2024, selling an estimated $5.53K and leaving 268 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #794.

FinTrust Capital Advisors first reported a position in VPL in Q4 2023 and has held it in 4 quarters since. The position peaked at $25.9K in Q1 2024. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • FinTrust Capital Advisors held 268 shares of Vanguard FTSE Pacific ETF worth $21K as of Q3 2024.
  • FinTrust Capital Advisors sold 73 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $5.53K.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of FinTrust Capital Advisors's portfolio in Q3 2024, its #794 holding.
  • FinTrust Capital Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2023 and has held it in 4 quarters since.
  • FinTrust Capital Advisors's Vanguard FTSE Pacific ETF position peaked at $25.9K in Q1 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.