IFWM
Institute for Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $523K | Sell |
6,364
-290
| -4% | -$23.8K | 0.06% | 302 |
|
|
2025
Q1 | $482K | Sell |
6,654
-112
| -2% | -$8.12K | 0.06% | 297 |
|
|
2024
Q4 | $481K | Sell |
6,766
-1,179
| -15% | -$83.8K | 0.06% | 290 |
|
|
2024
Q3 | $623K | Sell |
7,945
-177
| -2% | -$13.9K | 0.08% | 252 |
|
|
2024
Q2 | $602K | Sell |
8,122
-1,184
| -13% | -$87.8K | 0.08% | 243 |
|
|
2024
Q1 | $708K | Sell |
9,306
-1,391
| -13% | -$106K | 0.09% | 219 |
|
|
2023
Q4 | $771K | Buy |
10,697
+240
| +2% | +$17.3K | 0.13% | 190 |
|
|
2023
Q3 | $699K | Sell |
10,457
-343
| -3% | -$22.9K | 0.13% | 192 |
|
|
2023
Q2 | $753K | Sell |
10,800
-1,216
| -10% | -$84.8K | 0.13% | 188 |
|
|
2023
Q1 | $815K | Sell |
12,016
-1,625
| -12% | -$110K | 0.16% | 163 |
|
|
2022
Q4 | $878K | Sell |
13,641
-1,143
| -8% | -$73.6K | 0.18% | 149 |
|
|
2022
Q3 | $849K | Sell |
14,784
-855
| -5% | -$49.1K | 0.19% | 146 |
|
|
2022
Q2 | $993K | Sell |
15,639
-1,154
| -7% | -$73.3K | 0.2% | 132 |
|
|
2022
Q1 | $1.24M | Sell |
16,793
-379
| -2% | -$28.1K | 0.2% | 122 |
|
|
2021
Q4 | $1.34M | Sell |
17,172
-1,099
| -6% | -$85.8K | 0.22% | 118 |
|
|
2021
Q3 | $1.48M | Sell |
18,271
-248
| -1% | -$20.1K | 0.26% | 97 |
|
|
2021
Q2 | $1.52M | Sell |
18,519
-212
| -1% | -$17.4K | 0.27% | 93 |
|
|
2021
Q1 | $1.53M | Sell |
18,731
-2,110
| -10% | -$172K | 0.29% | 89 |
|
|
2020
Q4 | $1.66M | Sell |
20,841
-343
| -2% | -$27.3K | 0.33% | 74 |
|
|
2020
Q3 | $1.44M | Sell |
21,184
-437
| -2% | -$29.7K | 0.33% | 77 |
|
|
2020
Q2 | $1.38M | Sell |
21,621
-5,636
| -21% | -$359K | 0.34% | 78 |
|
|
2020
Q1 | $1.5M | Buy |
27,257
+1,556
| +6% | +$85.9K | 0.46% | 47 |
|
|
2019
Q4 | $1.79M | Buy |
+25,701
| New | +$1.79M | 0.4% | 53 |
|
|
2018
Q4 | – | Sell |
-39,300
| Closed | -$2.8M | – | 346 |
|
|
2018
Q3 | $2.8M | Sell |
39,300
-900
| -2% | -$64.1K | 0.94% | 21 |
|
|
2018
Q2 | $2.82M | Buy |
40,200
+9,529
| +31% | +$668K | 0.9% | 21 |
|
|
2018
Q1 | $2.25M | Sell |
30,671
-20,599
| -40% | -$1.51M | 0.66% | 32 |
|
|
2017
Q4 | $3.78M | Buy |
51,270
+28,607
| +126% | +$2.11M | 0.87% | 14 |
|
|
2017
Q3 | $1.55M | Sell |
22,663
-4,869
| -18% | -$332K | 0.5% | 62 |
|
|
2017
Q2 | $1.81M | Buy |
+27,532
| New | +$1.81M | 0.5% | 45 |
|
|
2015
Q4 | $1.25M | Sell |
21,964
-3,741
| -15% | -$212K | 1.86% | 19 |
|
|
2015
Q3 | $1.38M | Buy |
25,705
+812
| +3% | +$43.6K | 2.62% | 19 |
|
|
2015
Q2 | $1.52M | Buy |
+24,893
| New | +$1.52M | 1.96% | 18 |
|