FPFS
VPL icon

First Personal Financial Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

First Personal Financial Services’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
2023
Q2 		– Sell
-104
Closed -$7.05K – 408
2023
Q1 		$7.05K Buy
+104
New +$6.98K ﹤0.01% 343

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

First Personal Financial Services's VPL Position: Q2 2023 in Review

First Personal Financial Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 104 shares — an estimated $7.05K sold.

First Personal Financial Services first reported a position in VPL in Q1 2023 and held it in 1 quarter. The position peaked at $7.05K in Q1 2023. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • First Personal Financial Services reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • First Personal Financial Services sold 104 Vanguard FTSE Pacific ETF shares in Q2 2023, an estimated $7.05K.
  • First Personal Financial Services first reported a position in Vanguard FTSE Pacific ETF in Q1 2023 and held it in 1 quarter.
  • First Personal Financial Services's Vanguard FTSE Pacific ETF position peaked at $7.05K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on First Personal Financial Services's 13F filing for Q2 2023, filed 28 Jul 2023.