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Leavell Investment Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Leavell Investment Management’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
Q2 		– Sell
-44,018
Closed -$2.43M – 368
2020
Q1 		$2.43M Hold
44,018
– – 0.28% 103
2019
Q4 		$3.06M Hold
44,018
– – 0.29% 104
2019
Q3 		$2.91M Hold
44,018
– – 0.3% 103
2019
Q2 		$2.91M Hold
44,018
– – 0.31% 99
2019
Q1 		$2.9M Hold
44,018
– – 0.32% 97
2018
Q4 		$2.67M Hold
44,018
– – 0.34% 93
2018
Q3 		$3.14M Hold
44,018
– – 0.34% 90
2018
Q2 		$3.08M Hold
44,018
– – 0.35% 84
2018
Q1 		$3.21M Hold
44,018
– – 0.37% 78
2017
Q4 		$3.21M Hold
44,018
– – 0.38% 83
2017
Q3 		$3M Hold
44,018
– – 0.37% 83
2017
Q2 		$2.9M Hold
44,018
– – 0.37% 82
2017
Q1 		$2.79M Buy
+44,018
New +$2.72M 0.36% 85

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Leavell Investment Management's VPL Position: Q2 2020 in Review

Leavell Investment Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2020, closing a stake of 44,018 shares — an estimated $2.43M sold.

Leavell Investment Management first reported a position in VPL in Q1 2017 and held it in 13 quarters. The position peaked at $3.21M in Q1 2018. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

  • Leavell Investment Management reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2020 after selling out during the quarter.
  • Leavell Investment Management sold 44,018 Vanguard FTSE Pacific ETF shares in Q2 2020, an estimated $2.43M.
  • Leavell Investment Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2017 and held it in 13 quarters.
  • Leavell Investment Management's Vanguard FTSE Pacific ETF position peaked at $3.21M in Q1 2018.
  • 228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on Leavell Investment Management's 13F filing for Q2 2020, filed 23 Jul 2020.