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Institutional & Family Asset Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Institutional & Family Asset Management’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
Q3 		– Sell
-11
Closed -$767 – 769
2023
Q2 		$767 Buy
+11
New +$759 ﹤0.01% 649

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MG
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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 $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Institutional & Family Asset Management's VPL Position: Q3 2023 in Review

Institutional & Family Asset Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2023, closing a stake of 11 shares — an estimated $767 sold.

Institutional & Family Asset Management first reported a position in VPL in Q2 2023 and held it in 1 quarter. The position peaked at $767 in Q2 2023. 320 funds tracked by Wall St. Rank hold VPL as of Q3 2023.

  • Institutional & Family Asset Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Institutional & Family Asset Management sold 11 Vanguard FTSE Pacific ETF shares in Q3 2023, an estimated $767.
  • Institutional & Family Asset Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2023 and held it in 1 quarter.
  • Institutional & Family Asset Management's Vanguard FTSE Pacific ETF position peaked at $767 in Q2 2023.
  • 320 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2023.

Based on Institutional & Family Asset Management's 13F filing for Q3 2023, filed 13 Nov 2023.