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Life Planning Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Life Planning Partners’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
2024
Q1 		– Sell
-982
Closed -$70.7K – 244
2023
Q4 		$70.7K Buy
+982
New +$66.7K 0.07% 91
2022
Q3 		$112K Buy
1,956
+1,150
+143% +$73.5K 0.13% 61
2022
Q2 		$51K Buy
806
+124
+18% +$8.48K 0.06% 87
2022
Q1 		$50K Hold
682
– – 0.05% 89
2021
Q4 		$53K Buy
+682
New +$54.5K 0.05% 88

Other funds holding VPL

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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Life Planning Partners's VPL Position: Q1 2024 in Review

Life Planning Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2024, closing a stake of 982 shares — an estimated $70.7K sold.

Life Planning Partners first reported a position in VPL in Q4 2021 and held it in 5 quarters. The position peaked at $112K in Q3 2022. 344 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

  • Life Planning Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2024 after selling out during the quarter.
  • Life Planning Partners sold 982 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $70.7K.
  • Life Planning Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 5 quarters.
  • Life Planning Partners's Vanguard FTSE Pacific ETF position peaked at $112K in Q3 2022.
  • 344 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on Life Planning Partners's 13F filing for Q1 2024, filed 2 May 2024.