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Reilly Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Reilly Financial 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
2021
Q2 		– Sell
-163
Closed -$13K – 1087
2021
Q1 		$13K Buy
+163
New +$13.4K ﹤0.01% 650

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Reilly Financial Advisors's VPL Position: Q2 2021 in Review

Reilly Financial Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2021, closing a stake of 163 shares — an estimated $13K sold.

Reilly Financial Advisors first reported a position in VPL in Q1 2021 and held it in 1 quarter. The position peaked at $13K in Q1 2021. 287 funds tracked by Wall St. Rank hold VPL as of Q2 2021.

  • Reilly Financial Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2021 after selling out during the quarter.
  • Reilly Financial Advisors sold 163 Vanguard FTSE Pacific ETF shares in Q2 2021, an estimated $13K.
  • Reilly Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q1 2021 and held it in 1 quarter.
  • Reilly Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $13K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2021.

Based on Reilly Financial Advisors's 13F filing for Q2 2021, filed 3 Aug 2021.