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GM Advisory Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

GM Advisory Group’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
2020
Q2 		– Sell
-114,946
Closed -$6.34M – 188
2020
Q1 		$6.34M Buy
114,946
+10,893
+10% +$696K 1.73% 15
2019
Q4 		$7.24M Buy
104,053
+1,145
+1% +$78.5K 2.24% 14
2019
Q3 		$6.8M Buy
102,908
+7,272
+8% +$473K 2.11% 14
2019
Q2 		$6.32M Buy
95,636
+2,632
+3% +$172K 1.99% 14
2019
Q1 		$6.13M Sell
93,004
-7,367
-7% -$477K 2.01% 14
2018
Q4 		$6.09M Sell
100,371
-69,654
-41% -$4.51M 2.26% 13
2018
Q3 		$12.1M Sell
170,025
-4,277
-2% -$298K 3.79% 9
2018
Q2 		$12.2M Sell
174,302
-2,849
-2% -$207K 3.62% 10
2018
Q1 		$12.9M Sell
177,151
-8,589
-5% -$636K 3.9% 8
2017
Q4 		$13.5M Buy
185,740
+238
+0.1% +$17K 3.68% 8
2017
Q3 		$12.7M Sell
185,502
-2,233
-1% -$150K 3.85% 8
2017
Q2 		$12.4M Buy
187,735
+2,894
+2% +$187K 3.89% 8
2017
Q1 		$11.7M Buy
184,841
+941
+0.5% +$58.2K 4% 8
2016
Q4 		$10.7M Sell
183,900
-2,698
-1% -$161K 3.73% 9
2016
Q3 		$11.3M Sell
186,598
-4,492
-2% -$265K 4.2% 8
2016
Q2 		$10.6M Buy
191,090
+21,990
+13% +$1.23M 4% 11
2016
Q1 		$9.91M Buy
+169,100
New +$8.97M 4.26% 9

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

GM Advisory Group's VPL Position: Q2 2020 in Review

GM Advisory Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2020, closing a stake of 114,946 shares — an estimated $6.34M sold.

GM Advisory Group first reported a position in VPL in Q1 2016 and held it in 17 quarters. The position peaked at $13.5M in Q4 2017. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

  • GM Advisory Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2020 after selling out during the quarter.
  • GM Advisory Group sold 114,946 Vanguard FTSE Pacific ETF shares in Q2 2020, an estimated $6.34M.
  • GM Advisory Group first reported a position in Vanguard FTSE Pacific ETF in Q1 2016 and held it in 17 quarters.
  • GM Advisory Group's Vanguard FTSE Pacific ETF position peaked at $13.5M in Q4 2017.
  • 228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on GM Advisory Group's 13F filing for Q2 2020, filed 13 Aug 2020.