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

Resurgent 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
2024
Q1 		– Sell
-773
Closed -$55.7K – 476
2023
Q4 		$55.7K Buy
773
+7
+0.9% +$475 0.03% 317
2023
Q3 		$51.2K Sell
766
-41
-5% -$2.85K 0.03% 326
2023
Q2 		$56.3K Buy
807
+62
+8% +$4.28K 0.04% 317
2023
Q1 		$50.5K Sell
745
-19
-2% -$1.28K 0.03% 326
2022
Q4 		$49.2K Buy
+764
New +$47.7K 0.03% 426

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Resurgent Financial Advisors's VPL Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2024, closing a stake of 773 shares — an estimated $55.7K sold.

Resurgent Financial Advisors first reported a position in VPL in Q4 2022 and held it in 5 quarters. The position peaked at $56.3K in Q2 2023. 344 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 773 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $55.7K.
  • Resurgent Financial Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Vanguard FTSE Pacific ETF position peaked at $56.3K in Q2 2023.
  • 344 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.