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 $1.89T AUM 35.08% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's VPL Position: Q1 2020 in Review

Pinnacle Wealth Management Advisory Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2020, closing a stake of 6,290 shares — an estimated $438K sold.

Pinnacle Wealth Management Advisory Group first reported a position in VPL in Q2 2017 and held it in 11 quarters. The position peaked at $861K in Q2 2018. 234 funds tracked by Wall St. Rank hold VPL as of Q1 2020.

Pinnacle Wealth Management Advisory Group reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2020 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 6,290 Vanguard FTSE Pacific ETF shares in Q1 2020, an estimated $438K.
Pinnacle Wealth Management Advisory Group first reported a position in Vanguard FTSE Pacific ETF in Q2 2017 and held it in 11 quarters.
Pinnacle Wealth Management Advisory Group's Vanguard FTSE Pacific ETF position peaked at $861K in Q2 2018.
234 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2020.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2020, filed 8 May 2020.