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

Litman Gregory 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
2020
Q1 		– Sell
-2,217
Closed -$154K – 211
2019
Q4 		$154K Hold
2,217
– – 0.03% 54
2019
Q3 		$146K Hold
2,217
– – 0.04% 52
2019
Q2 		$146K Hold
2,217
– – 0.04% 53
2019
Q1 		$146K Hold
2,217
– – 0.04% 48
2018
Q4 		$134K Sell
2,217
-776
-26% -$50.3K 0.04% 49
2018
Q3 		$213K Sell
2,993
-4,353
-59% -$303K 0.07% 37
2018
Q2 		$527K Buy
7,346
+2,993
+69% +$218K 0.21% 29
2018
Q1 		$318K Hold
4,353
– – 0.13% 29
2017
Q4 		$317 Buy
4,353
+1,360
+45% +$97.1K 0.1% 26
2017
Q3 		$204K Buy
2,993
+2,400
+405% +$161K 0.1% 30
2017
Q2 		$39K Hold
593
– – 0.02% 37
2017
Q1 		$38K Buy
+593
New +$36.7K 0.02% 41

Other funds holding VPL

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

Litman Gregory Wealth Management's VPL Position: Q1 2020 in Review

Litman Gregory Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 2,217 shares — an estimated $154K sold.

Litman Gregory Wealth Management first reported a position in VPL in Q1 2017 and held it in 12 quarters. The position peaked at $527K in Q2 2018. 236 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

  • Litman Gregory Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
  • Litman Gregory Wealth Management sold 2,217 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $154K.
  • Litman Gregory Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2017 and held it in 12 quarters.
  • Litman Gregory Wealth Management's Vanguard FTSE Pacific ETF position peaked at $527K in Q2 2018.
  • 236 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Litman Gregory Wealth Management's 13F filing for Q1 2020, filed 28 Apr 2020.