MFG
VPL icon

Merit Financial Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Merit Financial Group’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
2019
Q2 		– Sell
-5,182
Closed -$244K – 124
2019
Q1 		$244K Buy
+5,182
New +$335K 0.03% 105
2018
Q4 		– Sell
-5,479
Closed -$270K – 121
2018
Q3 		$270K Sell
5,479
-63
-1% -$4.39K 0.04% 99
2018
Q2 		$272K Sell
5,542
-1,744
-24% -$127K 0.05% 96
2018
Q1 		$360K Buy
7,286
+1,113
+18% +$82.4K 0.07% 65
2017
Q4 		$301K Buy
+6,173
New +$441K 0.06% 87

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Merit Financial Group's VPL Position: Q2 2019 in Review

Merit Financial Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2019, closing a stake of 5,182 shares — an estimated $244K sold.

Merit Financial Group first reported a position in VPL in Q4 2017 and held it in 5 quarters. The position peaked at $360K in Q1 2018. 250 funds tracked by Wall St. Rank hold VPL as of Q2 2019.

  • Merit Financial Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2019 after selling out during the quarter.
  • Merit Financial Group sold 5,182 Vanguard FTSE Pacific ETF shares in Q2 2019, an estimated $244K.
  • Merit Financial Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 5 quarters.
  • Merit Financial Group's Vanguard FTSE Pacific ETF position peaked at $360K in Q1 2018.
  • 250 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2019.

Based on Merit Financial Group's 13F filing for Q2 2019, filed 13 Aug 2019.