PMWMG
VPLS

Parr McKnight Wealth Management Group’s Vanguard Core Plus Bond ETF VPLS Stock Holding History

Parr McKnight Wealth Management Group’s Portfolio VPLS Stock Details VPLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-28,740
Closed -$2.18M – 246
2024
Q4 		$2.18M Buy
+28,740
New +$2.22M 0.31% 93

Other funds holding VPLS

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPI
Diversified Portfolios Inc Bloomfield Hills, Michigan $1.22B AUM 11.83% 1-Year Est. Return
MWM
MorganRosel Wealth Management Highlands Ranch, Colorado $254M AUM 18.87% 1-Year Est. Return
PIA
Panoramic Investment Advisors Denver, Colorado $185M AUM 18.14% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
LWMNY
Landmark Wealth Management (New York) Melville, New York $373M AUM 12.01% 1-Year Est. Return
KFGG
Keystone Financial Group (Georgia) Atlanta, Georgia $191M AUM 13.82% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Parr McKnight Wealth Management Group's VPLS Position: Q1 2025 in Review

Parr McKnight Wealth Management Group sold out of Vanguard Core Plus Bond ETF (VPLS) in Q1 2025, closing a stake of 28,740 shares — an estimated $2.18M sold.

Parr McKnight Wealth Management Group first reported a position in VPLS in Q4 2024 and held it in 1 quarter. The position peaked at $2.18M in Q4 2024. 73 funds tracked by Wall St. Rank hold VPLS as of Q1 2025.

  • Parr McKnight Wealth Management Group reported no remaining Vanguard Core Plus Bond ETF position as of Q1 2025 after selling out during the quarter.
  • Parr McKnight Wealth Management Group sold 28,740 Vanguard Core Plus Bond ETF shares in Q1 2025, an estimated $2.18M.
  • Parr McKnight Wealth Management Group first reported a position in Vanguard Core Plus Bond ETF in Q4 2024 and held it in 1 quarter.
  • Parr McKnight Wealth Management Group's Vanguard Core Plus Bond ETF position peaked at $2.18M in Q4 2024.
  • 73 funds tracked by Wall St. Rank held Vanguard Core Plus Bond ETF as of Q1 2025.

Based on Parr McKnight Wealth Management Group's 13F filing for Q1 2025, filed 30 Apr 2025.