PPWM
PFG Private Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-4
| Closed | -$268 | – | 307 |
|
|
2023
Q3 | $268 | Hold |
4
| – | – | ﹤0.01% | 276 |
|
|
2023
Q2 | $279 | Hold |
4
| – | – | ﹤0.01% | 274 |
|
|
2023
Q1 | $271 | Sell |
4
-26,871
| -100% | -$1.82M | ﹤0.01% | 276 |
|
|
2022
Q4 | $1.73M | Buy |
26,875
+949
| +4% | +$61.1K | 1.07% | 19 |
|
|
2022
Q3 | $1.49M | Sell |
25,926
-15,202
| -37% | -$873K | 0.98% | 21 |
|
|
2022
Q2 | $2.61M | Buy |
41,128
+1,444
| +4% | +$91.7K | 1.46% | 22 |
|
|
2022
Q1 | $2.94M | Buy |
39,684
+1,547
| +4% | +$115K | 1.51% | 22 |
|
|
2021
Q4 | $2.98M | Buy |
+38,137
| New | +$2.98M | 1.54% | 20 |
|