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O'Brien Wealth Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

O'Brien Wealth 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
2019
Q2 		– Sell
-4,023
Closed -$265K – 41
2019
Q1 		$265K Sell
4,023
-21,479
-84% -$1.39M 0.19% 30
2018
Q4 		$1.62M Buy
+25,502
New +$1.65M 1.11% 10

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MG
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FMI
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

O'Brien Wealth Partners's VPL Position: Q2 2019 in Review

O'Brien Wealth Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2019, closing a stake of 4,023 shares — an estimated $265K sold.

O'Brien Wealth Partners first reported a position in VPL in Q4 2018 and held it in 2 quarters. The position peaked at $1.62M in Q4 2018. 250 funds tracked by Wall St. Rank hold VPL as of Q2 2019.

  • O'Brien Wealth Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2019 after selling out during the quarter.
  • O'Brien Wealth Partners sold 4,023 Vanguard FTSE Pacific ETF shares in Q2 2019, an estimated $265K.
  • O'Brien Wealth Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and held it in 2 quarters.
  • O'Brien Wealth Partners's Vanguard FTSE Pacific ETF position peaked at $1.62M in Q4 2018.
  • 250 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2019.

Based on O'Brien Wealth Partners's 13F filing for Q2 2019, filed 8 Jul 2019.