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JNBA Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

JNBA Financial 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
2020
Q1 		– Sell
-106
Closed -$7K – 610
2019
Q4 		$7K Hold
106
– – ﹤0.01% 474
2019
Q3 		$7K Hold
106
– – ﹤0.01% 455
2019
Q2 		$7K Hold
106
– – ﹤0.01% 481
2019
Q1 		$7K Buy
+106
New +$6.86K ﹤0.01% 433
2016
Q4 		– Sell
-152
Closed -$9K – 1326
2016
Q3 		$9K Buy
+152
New +$8.95K ﹤0.01% 1064

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
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
PS
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
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
G
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

JNBA Financial Advisors's VPL Position: Q1 2020 in Review

JNBA Financial Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 106 shares — an estimated $7K sold.

JNBA Financial Advisors first reported a position in VPL in Q3 2016 and held it in 5 quarters. The position peaked at $9K in Q3 2016. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • JNBA Financial Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • JNBA Financial Advisors sold 106 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $7K.
  • JNBA Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2016 and held it in 5 quarters.
  • JNBA Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $9K in Q3 2016.
  • 236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on JNBA Financial Advisors's 13F filing for Q1 2020, filed 1 May 2020.