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

OneAscent Financial Services’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
2023
Q1 		– Sell
-3,165
Closed -$204K – 207
2022
Q4 		$204K Buy
+3,165
New +$197K 0.09% 174

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MG
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WA
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RJA
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

OneAscent Financial Services's VPL Position: Q1 2023 in Review

OneAscent Financial Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 3,165 shares — an estimated $204K sold.

OneAscent Financial Services first reported a position in VPL in Q4 2022 and held it in 1 quarter. The position peaked at $204K in Q4 2022. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • OneAscent Financial Services reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • OneAscent Financial Services sold 3,165 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $204K.
  • OneAscent Financial Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 1 quarter.
  • OneAscent Financial Services's Vanguard FTSE Pacific ETF position peaked at $204K in Q4 2022.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on OneAscent Financial Services's 13F filing for Q1 2023, filed 17 Apr 2023.