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Mark Sheptoff Financial Planning’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Mark Sheptoff Financial Planning’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
2018
Q3 		– Sell
-35
Closed -$2K – 383
2018
Q2 		$2K Buy
+35
New +$2.55K ﹤0.01% 348

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
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

Mark Sheptoff Financial Planning's VPL Position: Q3 2018 in Review

Mark Sheptoff Financial Planning sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2018, closing a stake of 35 shares — an estimated $2K sold.

Mark Sheptoff Financial Planning first reported a position in VPL in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 248 funds tracked by Wall St. Rank hold VPL as of Q3 2018.

  • Mark Sheptoff Financial Planning reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2018 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 35 Vanguard FTSE Pacific ETF shares in Q3 2018, an estimated $2K.
  • Mark Sheptoff Financial Planning first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 1 quarter.
  • Mark Sheptoff Financial Planning's Vanguard FTSE Pacific ETF position peaked at $2K in Q2 2018.
  • 248 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2018.

Based on Mark Sheptoff Financial Planning's 13F filing for Q3 2018, filed 13 Nov 2018.