O'Connor Financial Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

O'Connor 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
2024 Q1	–	Sell	-8,438	Closed	-$608K	–	56
2023 Q4	$608K	Sell	8,438 -107	-1%	-$7.27K	0.38%	38
2023 Q3	$571K	Sell	8,545 -169	-2%	-$11.7K	0.39%	37
2023 Q2	$608K	Buy	8,714 +403	+5%	+$27.8K	0.42%	37
2023 Q1	$564K	Buy	+8,311	New	+$558K	0.42%	37

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

O'Connor Financial Group's VPL Position: Q1 2024 in Review

O'Connor Financial Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2024, closing a stake of 8,438 shares — an estimated $608K sold.

O'Connor Financial Group first reported a position in VPL in Q1 2023 and held it in 4 quarters. The position peaked at $608K in Q4 2023. 344 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

O'Connor Financial Group reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2024 after selling out during the quarter.
O'Connor Financial Group sold 8,438 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $608K.
O'Connor Financial Group first reported a position in Vanguard FTSE Pacific ETF in Q1 2023 and held it in 4 quarters.
O'Connor Financial Group's Vanguard FTSE Pacific ETF position peaked at $608K in Q4 2023.
344 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on O'Connor Financial Group's 13F filing for Q1 2024, filed 11 Apr 2024.