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Gould Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Gould Asset Management’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
2018
Q4 		– Sell
-5,005
Closed -$356K – 150
2018
Q3 		$356K Sell
5,005
-1,025
-17% -$71.4K 0.14% 85
2018
Q2 		$422K Sell
6,030
-800
-12% -$58.2K 0.18% 69
2018
Q1 		$498K Sell
6,830
-23,120
-77% -$1.71M 0.22% 64
2017
Q4 		$2.18M Sell
29,950
-24,975
-45% -$1.78M 0.95% 15
2017
Q3 		$3.75M Buy
54,925
+11,495
+26% +$773K 1.69% 8
2017
Q2 		$2.86M Buy
43,430
+20,075
+86% +$1.3M 1.38% 9
2017
Q1 		$1.48M Buy
23,355
+9,575
+69% +$592K 0.74% 17
2016
Q4 		$801K Buy
13,780
+8,210
+147% +$488K 0.41% 37
2016
Q3 		$337K Sell
5,570
-6,480
-54% -$382K 0.18% 70
2016
Q2 		$672K Buy
+12,050
New +$672K 0.36% 37
2015
Q4 		– Sell
-4,500
Closed -$242K – 113
2015
Q3 		$242K Sell
4,500
-41,490
-90% -$2.4M 0.14% 85
2015
Q2 		$2.81M Sell
45,990
-2,949
-6% -$186K 1.42% 11
2015
Q1 		$3M Buy
48,939
+8,501
+21% +$505K 1.47% 10
2014
Q4 		$2.3M Sell
40,438
-13,586
-25% -$792K 1.13% 13
2014
Q3 		$3.2M Buy
54,024
+7,848
+17% +$489K 1.55% 9
2014
Q2 		$2.87M Buy
46,176
+13,099
+40% +$789K 1.38% 10
2014
Q1 		$1.95M Buy
33,077
+4,296
+15% +$252K 1.04% 14
2013
Q4 		$1.76M Buy
28,781
+15,743
+121% +$963K 1.03% 13
2013
Q3 		$792K Buy
13,038
+1,515
+13% +$88.6K 0.5% 26
2013
Q2 		$643K Buy
+11,523
New +$674K 0.4% 31

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Gould Asset Management's VPL Position: Q4 2018 in Review

Gould Asset Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2018, closing a stake of 5,005 shares — an estimated $356K sold.

Gould Asset Management first reported a position in VPL in Q2 2013 and held it in 20 quarters. The position peaked at $3.75M in Q3 2017. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Gould Asset Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2018 after selling out during the quarter.
  • Gould Asset Management sold 5,005 Vanguard FTSE Pacific ETF shares in Q4 2018, an estimated $356K.
  • Gould Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2013 and held it in 20 quarters.
  • Gould Asset Management's Vanguard FTSE Pacific ETF position peaked at $3.75M in Q3 2017.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Gould Asset Management's 13F filing for Q4 2018, filed 4 Feb 2019.