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Realta Investment Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Realta Investment Advisors’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
2024
Q3 		– Sell
-1,721
Closed -$128K – 764
2024
Q2 		$128K Buy
1,721
+5
+0.3% +$370 0.03% 446
2024
Q1 		$130K Buy
+1,716
New +$126K 0.03% 455
2023
Q4 		– Sell
-1,672
Closed -$117K – 794
2023
Q3 		$117K Hold
1,672
– – 0.03% 447
2023
Q2 		$117K Buy
+1,672
New +$115K 0.03% 469
2023
Q1 		– Sell
-2,228
Closed -$143K – 821
2022
Q4 		$143K Buy
2,228
+61
+3% +$3.81K 0.03% 436
2022
Q3 		$124K Buy
+2,167
New +$138K 0.03% 425
2020
Q1 		– Sell
-2,996
Closed -$206K – 1364
2019
Q4 		$206K Hold
2,996
– – 0.06% 337
2019
Q3 		$198K Buy
2,996
+11
+0.4% +$715 0.05% 328
2019
Q2 		$197K Buy
2,985
+114
+4% +$7.47K 0.05% 332
2019
Q1 		$189K Buy
+2,871
New +$186K 0.09% 278

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Realta Investment Advisors's VPL Position: Q3 2024 in Review

Realta Investment Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 1,721 shares — an estimated $128K sold.

Realta Investment Advisors first reported a position in VPL in Q1 2019 and held it in 10 quarters. The position peaked at $206K in Q4 2019. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Realta Investment Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 1,721 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $128K.
  • Realta Investment Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2019 and held it in 10 quarters.
  • Realta Investment Advisors's Vanguard FTSE Pacific ETF position peaked at $206K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.