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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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. 356 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.
  • 356 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.