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Riverpoint Wealth Management Holdings’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Riverpoint Wealth Management Holdings’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
Q3 		– Sell
-13,352
Closed -$1.1M – 81
2021
Q2 		$1.1M Buy
13,352
+7,671
+135% +$637K 0.3% 38
2021
Q1 		$464K Buy
5,681
+2,344
+70% +$193K 0.14% 55
2020
Q4 		$266K Buy
+3,337
New +$245K 0.08% 72

Other funds holding VPL

WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $374B AUM 17.66% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VPL Position: Q3 2021 in Review

Riverpoint Wealth Management Holdings sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2021, closing a stake of 13,352 shares — an estimated $1.1M sold.

Riverpoint Wealth Management Holdings first reported a position in VPL in Q4 2020 and held it in 3 quarters. The position peaked at $1.1M in Q2 2021. 290 funds tracked by Wall St. Rank hold VPL as of Q3 2021.

  • Riverpoint Wealth Management Holdings reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2021 after selling out during the quarter.
  • Riverpoint Wealth Management Holdings sold 13,352 Vanguard FTSE Pacific ETF shares in Q3 2021, an estimated $1.1M.
  • Riverpoint Wealth Management Holdings first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 3 quarters.
  • Riverpoint Wealth Management Holdings's Vanguard FTSE Pacific ETF position peaked at $1.1M in Q2 2021.
  • 290 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2021.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q3 2021, filed 5 Nov 2021.