GeoWealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $393K | Sell |
4,780
-5,184
| -52% | -$426K | 0.02% | 467 |
|
2025
Q1 | $722K | Buy |
9,964
+36
| +0.4% | +$2.61K | 0.03% | 345 |
|
2024
Q4 | $705K | Sell |
9,928
-1,682
| -14% | -$119K | 0.02% | 392 |
|
2024
Q3 | $910K | Sell |
11,610
-32,623
| -74% | -$2.56M | 0.03% | 322 |
|
2024
Q2 | $3.28M | Sell |
44,233
-13,837
| -24% | -$1.03M | 0.14% | 106 |
|
2024
Q1 | $4.42M | Sell |
58,070
-7,535
| -11% | -$573K | 0.17% | 103 |
|
2023
Q4 | $4.73M | Sell |
65,605
-707
| -1% | -$50.9K | 0.39% | 67 |
|
2023
Q3 | $4.44M | Sell |
66,312
-1,055
| -2% | -$70.6K | 0.5% | 56 |
|
2023
Q2 | $4.7M | Sell |
67,367
-7,051
| -9% | -$492K | 0.51% | 39 |
|
2023
Q1 | $5.05M | Sell |
74,418
-75,892
| -50% | -$5.14M | 0.59% | 37 |
|
2022
Q4 | $9.67M | Buy |
150,310
+225
| +0.1% | +$14.5K | 1.02% | 16 |
|
2022
Q3 | $8.62M | Buy |
150,085
+56,924
| +61% | +$3.27M | 0.94% | 16 |
|
2022
Q2 | $5.91M | Buy |
93,161
+14,672
| +19% | +$931K | 0.79% | 30 |
|
2022
Q1 | $5.81M | Buy |
78,489
+1,730
| +2% | +$128K | 0.51% | 52 |
|
2021
Q4 | $5.99M | Buy |
76,759
+22,717
| +42% | +$1.77M | 0.49% | 55 |
|
2021
Q3 | $4.38M | Buy |
54,042
+20,448
| +61% | +$1.66M | 0.36% | 71 |
|
2021
Q2 | $2.77M | Sell |
33,594
-10,685
| -24% | -$879K | 0.35% | 67 |
|
2021
Q1 | $3.61M | Buy |
44,279
+14,556
| +49% | +$1.19M | 0.56% | 50 |
|
2020
Q4 | $2.37M | Buy |
29,723
+8,336
| +39% | +$663K | 0.38% | 70 |
|
2020
Q3 | $1.46M | Buy |
21,387
+5,198
| +32% | +$354K | 0.44% | 70 |
|
2020
Q2 | $1.03M | Buy |
+16,189
| New | +$1.03M | 0.43% | 67 |
|