Phillips Wealth Planners’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $837K | Sell |
10,303
-10,262
| -50% | -$834K | 0.76% | 36 |
|
2025
Q1 | $1.44M | Buy |
20,565
+869
| +4% | +$60.9K | 1.52% | 8 |
|
2024
Q4 | $1.38M | Buy |
19,696
+848
| +4% | +$59.3K | 1.37% | 11 |
|
2024
Q3 | $1.44M | Buy |
18,848
+915
| +5% | +$70.1K | 1.38% | 10 |
|
2024
Q2 | $1.37M | Buy |
17,933
+40
| +0.2% | +$3.07K | 1.45% | 8 |
|
2024
Q1 | $1.29M | Buy |
17,893
+1,382
| +8% | +$99.6K | 1.48% | 7 |
|
2023
Q4 | $1.17M | Sell |
16,511
-1,144
| -6% | -$80.9K | 1.41% | 13 |
|
2023
Q3 | $1.15M | Buy |
17,655
+472
| +3% | +$30.7K | 1.55% | 11 |
|
2023
Q2 | $1.2M | Buy |
17,183
+760
| +5% | +$53K | 1.57% | 9 |
|
2023
Q1 | $1.12M | Buy |
16,423
+124
| +0.8% | +$8.45K | 1.48% | 11 |
|
2022
Q4 | $1.12M | Buy |
+16,299
| New | +$1.12M | 1.96% | 10 |
|