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Milestone Advisory Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Milestone Advisory Partners’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
2021
Q4 		– Sell
-55,464
Closed -$4.5M – 92
2021
Q3 		$4.5M Buy
55,464
+176
+0.3% +$14.5K 2.64% 12
2021
Q2 		$4.55M Buy
55,288
+3,880
+8% +$322K 2.4% 13
2021
Q1 		$4.2M Buy
51,408
+7,826
+18% +$643K 2.25% 17
2020
Q4 		$3.47M Buy
+43,582
New +$3.2M 1.98% 18

Other funds holding VPL

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
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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

Milestone Advisory Partners's VPL Position: Q4 2021 in Review

Milestone Advisory Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2021, closing a stake of 55,464 shares — an estimated $4.5M sold.

Milestone Advisory Partners first reported a position in VPL in Q4 2020 and held it in 4 quarters. The position peaked at $4.55M in Q2 2021. 310 funds tracked by Wall St. Rank hold VPL as of Q4 2021.

  • Milestone Advisory Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 55,464 Vanguard FTSE Pacific ETF shares in Q4 2021, an estimated $4.5M.
  • Milestone Advisory Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 4 quarters.
  • Milestone Advisory Partners's Vanguard FTSE Pacific ETF position peaked at $4.55M in Q2 2021.
  • 310 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2021.

Based on Milestone Advisory Partners's 13F filing for Q4 2021, filed 4 Feb 2022.