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

Polaris Wealth 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
2014
Q2 		– Sell
-1,462
Closed -$86K – 152
2014
Q1 		$86K Sell
1,462
-65
-4% -$3.82K 0.02% 96
2013
Q4 		$94K Buy
+1,527
New +$93.4K 0.02% 98

Other funds holding VPL

AUIM
Aegon USA Investment Management Cedar Rapids, Iowa $128M AUM 7.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Polaris Wealth Advisory Group's VPL Position: Q2 2014 in Review

Polaris Wealth Advisory Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2014, closing a stake of 1,462 shares — an estimated $86K sold.

Polaris Wealth Advisory Group first reported a position in VPL in Q4 2013 and held it in 2 quarters. The position peaked at $94K in Q4 2013. 140 funds tracked by Wall St. Rank hold VPL as of Q2 2014.

  • Polaris Wealth Advisory Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2014 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 1,462 Vanguard FTSE Pacific ETF shares in Q2 2014, an estimated $86K.
  • Polaris Wealth Advisory Group first reported a position in Vanguard FTSE Pacific ETF in Q4 2013 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's Vanguard FTSE Pacific ETF position peaked at $94K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2014.

Based on Polaris Wealth Advisory Group's 13F filing for Q2 2014, filed 5 Aug 2014.