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River Wealth Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History

River Wealth 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
2019
Q1 		– Sell
-16
Closed -$1K – 492
2018
Q4 		$1K Hold
16
– – ﹤0.01% 529
2018
Q3 		$1K Hold
16
– – ﹤0.01% 563
2018
Q2 		$1K Buy
+16
New +$1.16K ﹤0.01% 562

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

River Wealth Advisors's VPL Position: Q1 2019 in Review

River Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2019, closing a stake of 16 shares — an estimated $1K sold.

River Wealth Advisors first reported a position in VPL in Q2 2018 and held it in 3 quarters. The position peaked at $1K in Q4 2018. 271 funds tracked by Wall St. Rank hold VPL as of Q1 2019.

  • River Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2019 after selling out during the quarter.
  • River Wealth Advisors sold 16 Vanguard FTSE Pacific ETF shares in Q1 2019, an estimated $1K.
  • River Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2018 and held it in 3 quarters.
  • River Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $1K in Q4 2018.
  • 271 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2019.

Based on River Wealth Advisors's 13F filing for Q1 2019, filed 7 May 2019.