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Fortis Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Fortis 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
2023
Q3 		– Sell
-17,281
Closed -$17.3K – 96
2023
Q2 		$17.3K Buy
17,281
+598
+4% +$41.3K 0.01% 85
2023
Q1 		$16.7K Buy
16,683
+888
+6% +$59.6K 0.01% 192
2022
Q4 		$15.8K Buy
15,795
+1,917
+14% +$120K 0.01% 189
2022
Q3 		$14K Sell
13,878
-1,422
-9% -$90.8K 0.01% 193
2022
Q2 		$15K Sell
15,300
-42,647
-74% -$2.92M 0.01% 209
2022
Q1 		$3M Buy
57,947
+2,306
+4% +$172K 1.64% 17
2021
Q4 		$2.91M Sell
55,641
-17
-0% -$1.36K 1.69% 18
2021
Q3 		$2.99M Buy
55,658
+4,053
+8% +$334K 1.83% 17
2021
Q2 		$2.69M Buy
51,605
+29,746
+136% +$2.47M 1.55% 21
2021
Q1 		$1.78M Buy
21,859
+21,644
+10,067% +$1.78M 1.27% 25
2020
Q4 		$17K Buy
+215
New +$15.8K 0.02% 135

Other funds holding VPL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
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
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Fortis Advisors's VPL Position: Q3 2023 in Review

Fortis Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2023, closing a stake of 17,281 shares — an estimated $17.3K sold.

Fortis Advisors first reported a position in VPL in Q4 2020 and held it in 11 quarters. The position peaked at $3M in Q1 2022. 320 funds tracked by Wall St. Rank hold VPL as of Q3 2023.

  • Fortis Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Fortis Advisors sold 17,281 Vanguard FTSE Pacific ETF shares in Q3 2023, an estimated $17.3K.
  • Fortis Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 11 quarters.
  • Fortis Advisors's Vanguard FTSE Pacific ETF position peaked at $3M in Q1 2022.
  • 320 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2023.

Based on Fortis Advisors's 13F filing for Q3 2023, filed 13 Nov 2023.