IWM
Integris 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 | $7.53M | Sell |
91,682
-922
| -1% | -$75.8K | 1.97% | 14 |
|
|
2025
Q1 | $6.71M | Sell |
92,604
-1,620
| -2% | -$117K | 1.91% | 15 |
|
|
2024
Q4 | $6.69M | Sell |
94,224
-635
| -0.7% | -$45.1K | 1.89% | 15 |
|
|
2024
Q3 | $7.44M | Sell |
94,859
-622
| -0.7% | -$48.8K | 2.08% | 14 |
|
|
2024
Q2 | $7.08M | Sell |
95,481
-8,243
| -8% | -$611K | 2.05% | 15 |
|
|
2024
Q1 | $7.89M | Sell |
103,724
-1,248
| -1% | -$94.9K | 2.18% | 14 |
|
|
2023
Q4 | $7.56M | Sell |
104,972
-6,648
| -6% | -$479K | 2.24% | 15 |
|
|
2023
Q3 | $7.47M | Sell |
111,620
-86,402
| -44% | -$5.78M | 2.45% | 14 |
|
|
2023
Q2 | $13.8M | Buy |
198,022
+4,078
| +2% | +$284K | 4.89% | 5 |
|
|
2023
Q1 | $13.2M | Buy |
193,944
+5,424
| +3% | +$368K | 4.83% | 5 |
|
|
2022
Q4 | $12.1M | Buy |
+188,520
| New | +$12.1M | 4.73% | 5 |
|