RWG
Ratio Wealth Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $6.9M | Buy |
90,786
+5,313
| +6% | +$404K | 1.29% | 27 |
|
|
2023
Q4 | $6.16M | Buy |
85,473
+28,804
| +51% | +$2.07M | 1.33% | 26 |
|
|
2023
Q3 | $3.79M | Buy |
56,669
+4,126
| +8% | +$276K | 0.95% | 26 |
|
|
2023
Q2 | $3.66M | Buy |
+52,543
| New | +$3.66M | 0.91% | 26 |
|
|
2022
Q4 | $2.1M | Sell |
32,619
-22,861
| -41% | -$1.47M | 0.6% | 29 |
|
|
2022
Q3 | $3.19M | Sell |
55,480
-2,604
| -4% | -$150K | 1.04% | 26 |
|
|
2022
Q2 | $3.69M | Sell |
58,084
-23,799
| -29% | -$1.51M | 1.2% | 22 |
|
|
2022
Q1 | $6.06M | Sell |
81,883
-141,098
| -63% | -$10.4M | 1.81% | 17 |
|
|
2021
Q4 | $17.4M | Sell |
222,981
-10,375
| -4% | -$809K | 5.23% | 8 |
|
|
2021
Q3 | $18.9M | Buy |
233,356
+8,277
| +4% | +$671K | 6.21% | 5 |
|
|
2021
Q2 | $18.5M | Buy |
225,079
+26,064
| +13% | +$2.15M | 6.65% | 4 |
|
|
2021
Q1 | $16.3M | Buy |
199,015
+42,977
| +28% | +$3.51M | 6.79% | 4 |
|
|
2020
Q4 | $12.4M | Buy |
+156,038
| New | +$12.4M | 6.67% | 3 |
|