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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
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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 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. 343 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.
  • 343 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.