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JFS Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

JFS Wealth Advisors’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
Q1 		– Sell
-740
Closed -$47.6K – 1992
2022
Q4 		$47.6K Buy
+740
New +$46.2K ﹤0.01% 371
2022
Q1 		– Sell
-1,285
Closed -$100K – 1983
2021
Q4 		$100K Buy
+1,285
New +$103K 0.01% 307
2018
Q4 		– Sell
-98
Closed -$7K – 538
2018
Q3 		$7K Buy
+98
New +$6.83K ﹤0.01% 441

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

JFS Wealth Advisors's VPL Position: Q1 2023 in Review

JFS Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 740 shares — an estimated $47.6K sold.

JFS Wealth Advisors first reported a position in VPL in Q3 2018 and held it in 3 quarters. The position peaked at $100K in Q4 2021. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • JFS Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • JFS Wealth Advisors sold 740 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $47.6K.
  • JFS Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2018 and held it in 3 quarters.
  • JFS Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $100K in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on JFS Wealth Advisors's 13F filing for Q1 2023, filed 19 Apr 2023.