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Patriot Financial Group Insurance Agency’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Patriot Financial Group Insurance Agency’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
-3,234
Closed -$208K – 490
2022
Q4 		$208K Buy
+3,234
New +$202K 0.03% 392
2022
Q3 		– Sell
-3,287
Closed -$209K – 1908
2022
Q2 		$209K Sell
3,287
-280
-8% -$19.1K 0.04% 369
2022
Q1 		$264K Buy
3,567
+63
+2% +$4.71K 0.05% 357
2021
Q4 		$273K Sell
3,504
-81
-2% -$6.47K 0.05% 378
2021
Q3 		$291K Sell
3,585
-128
-3% -$10.6K 0.05% 350
2021
Q2 		$306K Buy
3,713
+930
+33% +$77.2K 0.06% 334
2021
Q1 		$227K Sell
2,783
-11
-0.4% -$904 0.05% 356
2020
Q4 		$222K Buy
2,794
+102
+4% +$7.5K 0.06% 323
2020
Q3 		$183K Buy
2,692
+865
+47% +$57.8K 0.06% 282
2020
Q2 		$116K Buy
1,827
+1,163
+175% +$70.2K 0.04% 323
2020
Q1 		$37K Buy
664
+225
+51% +$14.4K 0.02% 515
2019
Q4 		$31K Buy
439
+59
+16% +$4.05K 0.01% 589
2019
Q3 		$25K Hold
380
– – 0.01% 593
2019
Q2 		$25K Buy
380
+115
+43% +$7.53K 0.01% 580
2019
Q1 		$17K Buy
265
+83
+46% +$5.37K 0.01% 591
2018
Q4 		$11K Sell
182
-220
-55% -$14.3K 0.01% 606
2018
Q3 		$29K Buy
402
+209
+108% +$14.6K 0.02% 405
2018
Q2 		$14K Sell
193
-303
-61% -$22K 0.02% 353
2018
Q1 		$35K Buy
496
+383
+339% +$28.4K 0.03% 373
2017
Q4 		$8K Buy
113
+1
+0.9% +$71 0.01% 632
2017
Q3 		$8K Hold
112
– – 0.01% 612
2017
Q2 		$7K Buy
112
+1
+0.9% +$65 0.01% 621
2017
Q1 		$7K Hold
111
– – 0.01% 570
2016
Q4 		$7K Buy
+111
New +$6.6K 0.01% 526

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 $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 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 $424B AUM 22.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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 $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VPL Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2023, closing a stake of 3,234 shares — an estimated $208K sold.

Patriot Financial Group Insurance Agency first reported a position in VPL in Q4 2016 and held it in 24 quarters. The position peaked at $306K in Q2 2021. 315 funds tracked by Wall St. Rank hold VPL as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,234 Vanguard FTSE Pacific ETF shares in Q1 2023, an estimated $208K.
  • Patriot Financial Group Insurance Agency first reported a position in Vanguard FTSE Pacific ETF in Q4 2016 and held it in 24 quarters.
  • Patriot Financial Group Insurance Agency's Vanguard FTSE Pacific ETF position peaked at $306K in Q2 2021.
  • 315 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.