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

Merriman 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
2023
Q3 		– Sell
-13,122
Closed -$915K – 217
2023
Q2 		$915K Sell
13,122
-65
-0.5% -$4.49K 0.05% 112
2023
Q1 		$894K Buy
13,187
+65
+0.5% +$4.36K 0.05% 100
2022
Q4 		$844K Buy
+13,122
New +$818K 0.04% 116
2021
Q4 		– Sell
-20,000
Closed -$1.62M – 235
2021
Q3 		$1.62M Buy
20,000
+300
+2% +$24.7K 0.13% 82
2021
Q2 		$1.62M Hold
19,700
– – 0.14% 91
2021
Q1 		$1.61M Hold
19,700
– – 0.18% 76
2020
Q4 		$1.57M Buy
19,700
+2,400
+14% +$176K 0.17% 89
2020
Q3 		$1.18M Hold
17,300
– – 0.18% 78
2020
Q2 		$1.1M Buy
+17,300
New +$1.04M 0.18% 77
2020
Q1 		– Sell
-16,200
Closed -$1.13M – 208
2019
Q4 		$1.13M Hold
16,200
– – 0.22% 87
2019
Q3 		$1.07M Buy
16,200
+7,800
+93% +$507K 0.22% 86
2019
Q2 		$560K Buy
8,400
+340
+4% +$22.3K 0.11% 114
2019
Q1 		$531K Buy
+8,060
New +$522K 0.1% 129
2018
Q4 		– Sell
-15,600
Closed -$1.11M – 215
2018
Q3 		$1.11M Buy
+15,600
New +$1.09M 0.24% 76
2018
Q1 		– Sell
-15,140
Closed -$1.1M – 207
2017
Q4 		$1.1M Buy
15,140
+635
+4% +$45.3K 0.27% 79
2017
Q3 		$989K Hold
14,505
– – 0.24% 82
2017
Q2 		$954K Hold
14,505
– – 0.27% 62
2017
Q1 		$918K Hold
14,505
– – 0.22% 79
2016
Q4 		$843K Buy
14,505
+260
+2% +$15.5K 0.23% 83
2016
Q3 		$863K Buy
14,245
+1,045
+8% +$61.5K 0.18% 91
2016
Q2 		$736K Hold
13,200
– – 0.21% 79
2016
Q1 		$730K Buy
+13,200
New +$700K 0.68% 34
2014
Q1 		– Sell
-77,936
Closed -$4.78M – 96
2013
Q4 		$4.78M Buy
77,936
+322
+0.4% +$19.7K 2.03% 21
2013
Q3 		$4.71M Buy
+77,614
New +$4.54M 2.46% 19

Other funds holding VPL

Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 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 $1.89T AUM 35.08% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

Merriman Wealth Management's VPL Position: Q3 2023 in Review

Merriman Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2023, closing a stake of 13,122 shares — an estimated $915K sold.

Merriman Wealth Management first reported a position in VPL in Q3 2013 and held it in 24 quarters. The position peaked at $4.78M in Q4 2013. 320 funds tracked by Wall St. Rank hold VPL as of Q3 2023.

  • Merriman Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2023 after selling out during the quarter.
  • Merriman Wealth Management sold 13,122 Vanguard FTSE Pacific ETF shares in Q3 2023, an estimated $915K.
  • Merriman Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q3 2013 and held it in 24 quarters.
  • Merriman Wealth Management's Vanguard FTSE Pacific ETF position peaked at $4.78M in Q4 2013.
  • 320 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2023.

Based on Merriman Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.