Ironwood Financial’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Ironwood Financial’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
2020 Q1	–	Sell	-34	Closed	-$2K	–	411
2019 Q4	$2K	Hold	34	–	–	﹤0.01%	355
2019 Q3	$2K	Hold	34	–	–	﹤0.01%	358
2019 Q2	$2K	Hold	34	–	–	﹤0.01%	357
2019 Q1	$2K	Hold	34	–	–	﹤0.01%	350
2018 Q4	$2K	Hold	34	–	–	﹤0.01%	343
2018 Q3	$2K	Hold	34	–	–	﹤0.01%	339
2018 Q2	$2K	Hold	34	–	–	﹤0.01%	261
2018 Q1	$2K	Hold	34	–	–	﹤0.01%	234
2017 Q4	$2K	Hold	34	–	–	﹤0.01%	239
2017 Q3	$2K	Hold	34	–	–	﹤0.01%	246
2017 Q2	$2K	Hold	34	–	–	﹤0.01%	246
2017 Q1	$2K	Hold	34	–	–	﹤0.01%	245
2016 Q4	$2K	Hold	34	–	–	﹤0.01%	245
2016 Q3	$2K	Hold	34	–	–	﹤0.01%	248
2016 Q2	$2K	Hold	34	–	–	﹤0.01%	253
2016 Q1	$2K	Buy	+34	New	+$1.8K	﹤0.01%	257
2015 Q3	$2K	Hold	34	–	–	﹤0.01%	339
2015 Q2	$2K	Hold	34	–	–	﹤0.01%	305
2015 Q1	$2K	Hold	34	–	–	﹤0.01%	296
2014 Q4	$2K	Buy	+34	New	+$1.98K	﹤0.01%	258

Other funds holding VPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

Ironwood Financial's VPL Position: Q1 2020 in Review

Ironwood Financial sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 34 shares — an estimated $2K sold.

Ironwood Financial first reported a position in VPL in Q4 2014 and held it in 20 quarters. The position peaked at $2K in Q4 2019. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

Ironwood Financial reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
Ironwood Financial sold 34 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $2K.
Ironwood Financial first reported a position in Vanguard FTSE Pacific ETF in Q4 2014 and held it in 20 quarters.
Ironwood Financial's Vanguard FTSE Pacific ETF position peaked at $2K in Q4 2019.
236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Ironwood Financial's 13F filing for Q1 2020, filed 27 Apr 2020.