GSB Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

GSB Wealth 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
2024 Q4	–	Sell	-3,035	Closed	-$238K	–	242
2024 Q3	$238K	Hold	3,035	–	–	0.06%	201
2024 Q2	$225K	Hold	3,035	–	–	0.06%	208
2024 Q1	$231K	Hold	3,035	–	–	0.06%	199
2023 Q4	$219K	Buy	3,035 +2	+0.1%	+$136	0.07%	200
2023 Q3	$203K	Sell	3,033 -105	-3%	-$7.29K	0.07%	193
2023 Q2	$219K	Sell	3,138 -4,447	-59%	-$307K	0.07%	194
2023 Q1	$514K	Sell	7,585 -2,050	-21%	-$138K	0.17%	140
2022 Q4	$620K	Sell	9,635 -2,673	-22%	-$167K	0.22%	129
2022 Q3	$707K	Hold	12,308	–	–	0.26%	123
2022 Q2	$781K	Sell	12,308 -586	-5%	-$40.1K	0.27%	122
2022 Q1	$955K	Hold	12,894	–	–	0.28%	116
2021 Q4	$1.01M	Sell	12,894 -2,200	-15%	-$176K	0.29%	111
2021 Q3	$1.22M	Buy	15,094 +1,436	+11%	+$118K	0.63%	52
2021 Q2	$1.12M	Buy	13,658 +4,304	+46%	+$357K	0.35%	98
2021 Q1	$764K	Buy	+9,354	New	+$769K	0.25%	117

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

GSB Wealth Management's VPL Position: Q4 2024 in Review

GSB Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2024, closing a stake of 3,035 shares — an estimated $238K sold.

GSB Wealth Management first reported a position in VPL in Q1 2021 and held it in 15 quarters. The position peaked at $1.22M in Q3 2021. 358 funds tracked by Wall St. Rank hold VPL as of Q4 2024.

GSB Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2024 after selling out during the quarter.
GSB Wealth Management sold 3,035 Vanguard FTSE Pacific ETF shares in Q4 2024, an estimated $238K.
GSB Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2021 and held it in 15 quarters.
GSB Wealth Management's Vanguard FTSE Pacific ETF position peaked at $1.22M in Q3 2021.
358 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2024.

Based on GSB Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.