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

Lionsbridge 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
2022 Q1	–	Sell	-17,703	Closed	-$1.38M	–	56
2021 Q4	$1.38M	Sell	17,703 -99	-0.6%	-$7.91K	1.48%	36
2021 Q3	$1.44M	Sell	17,802 -187	-1%	-$15.4K	1.56%	29
2021 Q2	$1.48M	Buy	17,989 +1,514	+9%	+$126K	1.58%	29
2021 Q1	$1.34M	Buy	16,475 +790	+5%	+$64.9K	1.31%	33
2020 Q4	$1.25M	Buy	+15,685	New	+$1.15M	1.35%	32

Other funds holding VPL

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

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

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

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

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

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

Lionsbridge Wealth Management's VPL Position: Q1 2022 in Review

Lionsbridge Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2022, closing a stake of 17,703 shares — an estimated $1.38M sold.

Lionsbridge Wealth Management first reported a position in VPL in Q4 2020 and held it in 5 quarters. The position peaked at $1.48M in Q2 2021. 306 funds tracked by Wall St. Rank hold VPL as of Q1 2022.

Lionsbridge Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 17,703 Vanguard FTSE Pacific ETF shares in Q1 2022, an estimated $1.38M.
Lionsbridge Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 5 quarters.
Lionsbridge Wealth Management's Vanguard FTSE Pacific ETF position peaked at $1.48M in Q2 2021.
306 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.