JWM
JPL 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 | $3.72M | Buy |
45,319
+506
| +1% | +$41.6K | 1.01% | 45 |
|
|
2025
Q1 | $3.25M | Buy |
44,813
+2,545
| +6% | +$184K | 0.93% | 50 |
|
|
2024
Q4 | $3M | Buy |
+42,268
| New | +$3M | 0.86% | 54 |
|
|
2024
Q2 | $2.03M | Buy |
27,312
+954
| +4% | +$70.8K | 0.99% | 49 |
|
|
2024
Q1 | $2M | Buy |
26,358
+5,458
| +26% | +$415K | 1.11% | 43 |
|
|
2023
Q4 | $1.51M | Buy |
+20,900
| New | +$1.51M | 1.08% | 41 |
|