J.P. Morgan Private Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $951K | Sell |
14,218
-13,897
| -49% | -$929K | ﹤0.01% | 993 |
|
|
2023
Q2 | $1.96M | Sell |
28,115
-5,249
| -16% | -$366K | 0.01% | 566 |
|
|
2023
Q1 | $2.26M | Sell |
33,364
-880
| -3% | -$59.7K | ﹤0.01% | 834 |
|
|
2022
Q4 | $2.2M | Buy |
34,244
+1,820
| +6% | +$117K | ﹤0.01% | 808 |
|
|
2022
Q3 | $1.86M | Buy |
32,424
+12,696
| +64% | +$729K | ﹤0.01% | 866 |
|
|
2022
Q2 | $1.25M | Buy |
19,728
+8,145
| +70% | +$517K | ﹤0.01% | 1023 |
|
|
2022
Q1 | $858K | Buy |
11,583
+73
| +0.6% | +$5.41K | ﹤0.01% | 1287 |
|
|
2021
Q4 | $898K | Sell |
11,510
-861
| -7% | -$67.2K | ﹤0.01% | 1300 |
|
|
2021
Q3 | $1M | Buy |
12,371
+1,411
| +13% | +$114K | ﹤0.01% | 1210 |
|
|
2021
Q2 | $902K | Buy |
+10,960
| New | +$902K | ﹤0.01% | 1244 |
|
|
2021
Q1 | – | Sell |
-3,722
| Closed | -$296K | – | 1803 |
|
|
2020
Q4 | $296K | Buy |
3,722
+56
| +2% | +$4.45K | ﹤0.01% | 1501 |
|
|
2020
Q3 | $249K | Sell |
3,666
-204
| -5% | -$13.9K | ﹤0.01% | 1429 |
|
|
2020
Q2 | $246K | Sell |
3,870
-1,740
| -31% | -$111K | ﹤0.01% | 1389 |
|
|
2020
Q1 | $309K | Sell |
5,610
-654
| -10% | -$36K | ﹤0.01% | 1128 |
|
|
2019
Q4 | $436K | Buy |
6,264
+1,003
| +19% | +$69.8K | ﹤0.01% | 1101 |
|
|
2019
Q3 | $347K | Sell |
5,261
-2,185
| -29% | -$144K | ﹤0.01% | 1135 |
|
|
2019
Q2 | $492K | Sell |
7,446
-592
| -7% | -$39.1K | ﹤0.01% | 996 |
|
|
2019
Q1 | $529K | Buy |
8,038
+801
| +11% | +$52.7K | ﹤0.01% | 1013 |
|
|
2018
Q4 | $439K | Sell |
7,237
-269
| -4% | -$16.3K | ﹤0.01% | 1019 |
|
|
2018
Q3 | $533K | Buy |
+7,506
| New | +$533K | ﹤0.01% | 1046 |
|
|
2013
Q4 | – | Sell |
-7,765
| Closed | -$472K | – | 711 |
|
|
2013
Q3 | $472K | Buy |
7,765
+274
| +4% | +$16.7K | 0.01% | 446 |
|
|
2013
Q2 | $418K | Buy |
+7,491
| New | +$418K | 0.01% | 435 |
|