Pinnacle Wealth Management Advisory Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Pinnacle Wealth Management Advisory Group’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
2020 Q1	–	Sell	-6,290	Closed	-$438K	–	199
2019 Q4	$438K	Buy	6,290 +100	+2%	+$6.86K	0.16%	117
2019 Q3	$409K	Sell	6,190 -400	-6%	-$26K	0.17%	115
2019 Q2	$435K	Sell	6,590 -60	-0.9%	-$3.93K	0.19%	118
2019 Q1	$438K	Buy	6,650 +260	+4%	+$16.8K	0.2%	110
2018 Q4	$387K	Sell	6,390 -4,390	-41%	-$284K	0.21%	112
2018 Q3	$766K	Sell	10,780 -1,525	-12%	-$106K	0.38%	77
2018 Q2	$861K	Buy	12,305 +4,265	+53%	+$310K	0.46%	65
2018 Q1	$587K	Buy	8,040 +325	+4%	+$24.1K	0.33%	81
2017 Q4	$562K	Sell	7,715 -55	-0.7%	-$3.93K	0.31%	83
2017 Q3	$530K	Buy	7,770 +785	+11%	+$52.8K	0.31%	85
2017 Q2	$460K	Buy	+6,985	New	+$452K	0.28%	91

Other funds holding VPL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return