NFSG
VPL icon

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

Newbridge Financial Services 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
2021
Q2 		– Sell
-5
Closed -$1K – 1519
2021
Q1 		$1K Buy
5
+4
+400% +$329 ﹤0.01% 1338
2020
Q4 		$1K Buy
+1
New +$74 ﹤0.01% 1078

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Newbridge Financial Services Group's VPL Position: Q2 2021 in Review

Newbridge Financial Services Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2021, closing a stake of 5 shares — an estimated $1K sold.

Newbridge Financial Services Group first reported a position in VPL in Q4 2020 and held it in 2 quarters. The position peaked at $1K in Q1 2021. 287 funds tracked by Wall St. Rank hold VPL as of Q2 2021.

  • Newbridge Financial Services Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2021 after selling out during the quarter.
  • Newbridge Financial Services Group sold 5 Vanguard FTSE Pacific ETF shares in Q2 2021, an estimated $1K.
  • Newbridge Financial Services Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 2 quarters.
  • Newbridge Financial Services Group's Vanguard FTSE Pacific ETF position peaked at $1K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2021.

Based on Newbridge Financial Services Group's 13F filing for Q2 2021, filed 7 Sep 2021.