LWM
VPL icon

Liberty Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Liberty Wealth 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
2021
Q4 		– Sell
-21
Closed -$2K – 1080
2021
Q3 		$2K Hold
21
– – ﹤0.01% 1084
2021
Q2 		$2K Buy
+21
New +$1.74K ﹤0.01% 948

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

Liberty Wealth Management's VPL Position: Q4 2021 in Review

Liberty Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2021, closing a stake of 21 shares — an estimated $2K sold.

Liberty Wealth Management first reported a position in VPL in Q2 2021 and held it in 2 quarters. The position peaked at $2K in Q3 2021. 310 funds tracked by Wall St. Rank hold VPL as of Q4 2021.

  • Liberty Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 21 Vanguard FTSE Pacific ETF shares in Q4 2021, an estimated $2K.
  • Liberty Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q2 2021 and held it in 2 quarters.
  • Liberty Wealth Management's Vanguard FTSE Pacific ETF position peaked at $2K in Q3 2021.
  • 310 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.