HWA
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Heritage Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Heritage Wealth 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
2019
Q4 		– Sell
-107
Closed -$7K – 725
2019
Q3 		$7K Buy
+107
New +$6.96K ﹤0.01% 405

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Heritage Wealth Advisors's VPL Position: Q4 2019 in Review

Heritage Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2019, closing a stake of 107 shares — an estimated $7K sold.

Heritage Wealth Advisors first reported a position in VPL in Q3 2019 and held it in 1 quarter. The position peaked at $7K in Q3 2019. 257 funds tracked by Wall St. Rank hold VPL as of Q4 2019.

  • Heritage Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2019 after selling out during the quarter.
  • Heritage Wealth Advisors sold 107 Vanguard FTSE Pacific ETF shares in Q4 2019, an estimated $7K.
  • Heritage Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2019 and held it in 1 quarter.
  • Heritage Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $7K in Q3 2019.
  • 257 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2019.

Based on Heritage Wealth Advisors's 13F filing for Q4 2019, filed 4 Feb 2020.