GT
VPL icon

Greenleaf Trust’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Greenleaf Trust’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
Q1 		– Sell
-5,474
Closed -$381K – 603
2019
Q4 		$381K Hold
5,474
– – 0.01% 354
2019
Q3 		$362K Hold
5,474
– – 0.01% 362
2019
Q2 		$362K Hold
5,474
– – 0.01% 358
2019
Q1 		$361K Sell
5,474
-666
-11% -$43.1K 0.01% 343
2018
Q4 		$372K Hold
6,140
– – 0.01% 312
2018
Q3 		$437K Hold
6,140
– – 0.01% 307
2018
Q2 		$430K Sell
6,140
-12,645
-67% -$920K 0.01% 304
2018
Q1 		$1.37M Sell
18,785
-4,231
-18% -$313K 0.03% 124
2017
Q4 		$1.68M Buy
23,016
+755
+3% +$53.9K 0.03% 113
2017
Q3 		$1.52M Buy
22,261
+3,809
+21% +$256K 0.03% 115
2017
Q2 		$1.21M Buy
+18,452
New +$1.19M 0.03% 119

Other funds holding VPL

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