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

HHM 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
2022
Q3 		– Sell
-270
Closed -$17K – 818
2022
Q2 		$17K Buy
+270
New +$18.5K ﹤0.01% 456

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HHM Wealth Advisors's VPL Position: Q3 2022 in Review

HHM Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2022, closing a stake of 270 shares — an estimated $17K sold.

HHM Wealth Advisors first reported a position in VPL in Q2 2022 and held it in 1 quarter. The position peaked at $17K in Q2 2022. 298 funds tracked by Wall St. Rank hold VPL as of Q3 2022.

  • HHM Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2022 after selling out during the quarter.
  • HHM Wealth Advisors sold 270 Vanguard FTSE Pacific ETF shares in Q3 2022, an estimated $17K.
  • HHM Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2022 and held it in 1 quarter.
  • HHM Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $17K in Q2 2022.
  • 298 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2022.

Based on HHM Wealth Advisors's 13F filing for Q3 2022, filed 4 Nov 2022.