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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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RJA
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Charles Schwab
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Morgan Stanley
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HIIFS
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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.