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Householder Group Estate & Retirement Specialist’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2023
Q4 		– Sell
-10
Closed -$669 – 1343
2023
Q3 		$669 Buy
+10
New +$695 ﹤0.01% 1173

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VPL Position: Q4 2023 in Review

Householder Group Estate & Retirement Specialist sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2023, closing a stake of 10 shares — an estimated $669 sold.

Householder Group Estate & Retirement Specialist first reported a position in VPL in Q3 2023 and held it in 1 quarter. The position peaked at $669 in Q3 2023. 348 funds tracked by Wall St. Rank hold VPL as of Q4 2023.

  • Householder Group Estate & Retirement Specialist reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 10 Vanguard FTSE Pacific ETF shares in Q4 2023, an estimated $669.
  • Householder Group Estate & Retirement Specialist first reported a position in Vanguard FTSE Pacific ETF in Q3 2023 and held it in 1 quarter.
  • Householder Group Estate & Retirement Specialist's Vanguard FTSE Pacific ETF position peaked at $669 in Q3 2023.
  • 348 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2023.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2023, filed 23 Jan 2024.