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LVW Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

LVW Advisors’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
2023
Q1 		– Sell
-13,467
Closed -$867K – 248
2022
Q4 		$867K Sell
13,467
-10,620
-44% -$662K 0.18% 89
2022
Q3 		$1.38M Sell
24,087
-14,800
-38% -$946K 0.31% 66
2022
Q2 		$2.47M Buy
38,887
+28,047
+259% +$1.92M 0.5% 55
2022
Q1 		$803K Sell
10,840
-24,604
-69% -$1.84M 0.14% 108
2021
Q4 		$2.77M Buy
35,444
+26,902
+315% +$2.15M 0.47% 52
2021
Q3 		$692K Hold
8,542
– – 0.12% 125
2021
Q2 		$703K Sell
8,542
-330
-4% -$27.4K 0.12% 118
2021
Q1 		$724K Buy
8,872
+172
+2% +$14.1K 0.14% 113
2020
Q4 		$692K Sell
8,700
-395
-4% -$29K 0.14% 93
2020
Q3 		$619K Buy
9,095
+14
+0.2% +$935 0.14% 91
2020
Q2 		$578K Sell
9,081
-949
-9% -$57.3K 0.14% 90
2020
Q1 		$553K Sell
10,030
-25,974
-72% -$1.66M 0.15% 85
2019
Q4 		$2.5M Buy
36,004
+7,397
+26% +$507K 0.57% 50
2019
Q3 		$1.89M Sell
28,607
-5,239
-15% -$341K 0.47% 57
2019
Q2 		$2.24M Buy
33,846
+7,973
+31% +$522K 0.62% 46
2019
Q1 		$1.7M Buy
+25,873
New +$1.67M 0.45% 52

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

LVW Advisors's VPL Position: Q1 2023 in Review

LVW Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 13,467 shares — an estimated $867K sold.

LVW Advisors first reported a position in VPL in Q1 2019 and held it in 16 quarters. The position peaked at $2.77M in Q4 2021. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • LVW Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • LVW Advisors sold 13,467 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $867K.
  • LVW Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2019 and held it in 16 quarters.
  • LVW Advisors's Vanguard FTSE Pacific ETF position peaked at $2.77M in Q4 2021.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on LVW Advisors's 13F filing for Q1 2023, filed 3 May 2023.