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Integrated Wealth Management (Palm Desert)’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Integrated Wealth Management (Palm Desert)’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
2015
Q2 		– Sell
-9
Closed – – 1476
2015
Q1 		$0 Buy
+9
New +$535 ﹤0.01% 1367

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FMI
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AssetMark Inc
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Wells Fargo
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BGDI
BW Gestao de Investimentos Sao Paulo, Brazil $3.01B AUM 27.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s VPL Position: Q2 2015 in Review

Integrated Wealth Management (Palm Desert) sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2015, closing a stake of 9 shares.

Integrated Wealth Management (Palm Desert) first reported a position in VPL in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 166 funds tracked by Wall St. Rank hold VPL as of Q2 2015.

  • Integrated Wealth Management (Palm Desert) reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2015 after selling out during the quarter.
  • Integrated Wealth Management (Palm Desert) sold 9 Vanguard FTSE Pacific ETF shares in Q2 2015.
  • Integrated Wealth Management (Palm Desert) first reported a position in Vanguard FTSE Pacific ETF in Q1 2015 and held it in 1 quarter.
  • Integrated Wealth Management (Palm Desert)'s Vanguard FTSE Pacific ETF position peaked at $0 in Q1 2015.
  • 166 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2015.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q2 2015, filed 17 Jul 2015.