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VPL icon

Harborview Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Harborview Advisors’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
-3,289
Closed -$229K – 94
2019
Q4 		$229K Sell
3,289
-100
-3% -$6.86K 0.18% 77
2019
Q3 		$224K Sell
3,389
-132
-4% -$8.58K 0.18% 77
2019
Q2 		$233K Sell
3,521
-168
-5% -$11K 0.19% 77
2019
Q1 		$243K Buy
3,689
+186
+5% +$12K 0.21% 63
2018
Q4 		$212K Buy
3,503
+76
+2% +$4.92K 0.25% 52
2018
Q3 		$244K Sell
3,427
-29
-0.8% -$2.02K 0.25% 51
2018
Q2 		$242K Buy
3,456
+117
+4% +$8.51K 0.22% 62
2018
Q1 		$244K Buy
+3,339
New +$247K 0.23% 61

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

Harborview Advisors's VPL Position: Q1 2020 in Review

Harborview Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 3,289 shares — an estimated $229K sold.

Harborview Advisors first reported a position in VPL in Q1 2018 and held it in 8 quarters. The position peaked at $244K in Q3 2018. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • Harborview Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Harborview Advisors sold 3,289 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $229K.
  • Harborview Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2018 and held it in 8 quarters.
  • Harborview Advisors's Vanguard FTSE Pacific ETF position peaked at $244K in Q3 2018.
  • 236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Harborview Advisors's 13F filing for Q1 2020, filed 4 May 2020.