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Richard W. Paul & Associates’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Richard W. Paul & Associates’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
-59
Closed -$4.38K – 524
2024
Q2 		$4.38K Hold
59
– – ﹤0.01% 344
2024
Q1 		$4.49K Hold
59
– – ﹤0.01% 364
2023
Q4 		$4.25K Hold
59
– – ﹤0.01% 359
2023
Q3 		$3.95K Hold
59
– – ﹤0.01% 355
2023
Q2 		$4.11K Sell
59
-470
-89% -$32.4K ﹤0.01% 375
2023
Q1 		$35.9K Sell
529
-3,098
-85% -$208K 0.02% 231
2022
Q4 		$233K Buy
+3,627
New +$226K 0.12% 154

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

Richard W. Paul & Associates's VPL Position: Q3 2024 in Review

Richard W. Paul & Associates sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 59 shares — an estimated $4.38K sold.

Richard W. Paul & Associates first reported a position in VPL in Q4 2022 and held it in 7 quarters. The position peaked at $233K in Q4 2022. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Richard W. Paul & Associates reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Richard W. Paul & Associates sold 59 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $4.38K.
  • Richard W. Paul & Associates first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 7 quarters.
  • Richard W. Paul & Associates's Vanguard FTSE Pacific ETF position peaked at $233K in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Richard W. Paul & Associates's 13F filing for Q3 2024, filed 17 Oct 2024.