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

Gupta 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
2016 Q1	$15K	Hold	263	–	–	﹤0.01%	760
2015 Q4	$15K	Hold	263	–	–	﹤0.01%	777
2015 Q3	$14K	Hold	263	–	–	﹤0.01%	821
2015 Q2	$16K	Hold	263	–	–	﹤0.01%	793
2015 Q1	$16K	Buy	+263	New	+$15.6K	﹤0.01%	661

Other funds holding VPL

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

FMI

Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Gupta Wealth Management's VPL Position: Q1 2016 in Review

Gupta Wealth Management held its Vanguard FTSE Pacific ETF (VPL) position steady in Q1 2016 at 263 shares worth $15K. The position accounts for ﹤0.01% of the portfolio, ranked #760.

Gupta Wealth Management first reported a position in VPL in Q1 2015 and has held it in 5 quarters since. The position peaked at $16K in Q2 2015. 170 funds tracked by Wall St. Rank hold VPL as of Q1 2016.

Gupta Wealth Management held 263 shares of Vanguard FTSE Pacific ETF worth $15K as of Q1 2016.
Gupta Wealth Management left its Vanguard FTSE Pacific ETF share count unchanged in Q1 2016.
Vanguard FTSE Pacific ETF made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #760 holding.
Gupta Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Vanguard FTSE Pacific ETF position peaked at $16K in Q2 2015.
170 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.