Lehman & Derafelo Financial Resources’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-405	Closed	-$23K	–	198
2022 Q3	$23K	Hold	405	–	–	0.01%	147
2022 Q2	$26K	Buy	+405	New	+$27.7K	0.01%	146
2021 Q4	–	Sell	-405	Closed	-$33K	–	187
2021 Q3	$33K	Hold	405	–	–	0.01%	141
2021 Q2	$33K	Hold	405	–	–	0.01%	162
2021 Q1	$33K	Hold	405	–	–	0.01%	159
2020 Q4	$32K	Hold	405	–	–	0.01%	159
2020 Q3	$28K	Hold	405	–	–	0.01%	192
2020 Q2	$26K	Hold	405	–	–	0.01%	182
2020 Q1	$22K	Hold	405	–	–	0.01%	137
2019 Q4	$28K	Hold	405	–	–	0.01%	149
2019 Q3	$27K	Buy	+405	New	+$26.3K	0.01%	138

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VPL Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2022, closing a stake of 405 shares — an estimated $23K sold.

Lehman & Derafelo Financial Resources first reported a position in VPL in Q3 2019 and held it in 11 quarters. The position peaked at $33K in Q3 2021. 327 funds tracked by Wall St. Rank hold VPL as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 405 Vanguard FTSE Pacific ETF shares in Q4 2022, an estimated $23K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard FTSE Pacific ETF in Q3 2019 and held it in 11 quarters.
Lehman & Derafelo Financial Resources's Vanguard FTSE Pacific ETF position peaked at $33K in Q3 2021.
327 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.