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

Ropes 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
2022
Q4 		– Sell
-4,530
Closed -$260K – 285
2022
Q3 		$260K Buy
4,530
+908
+25% +$58K 0.05% 211
2022
Q2 		$230K Buy
+3,622
New +$248K 0.05% 240
2021
Q1 		– Sell
-32
Closed -$3K – 771
2020
Q4 		$3K Buy
+32
New +$2.35K ﹤0.01% 617
2020
Q3 		– Sell
-100
Closed -$6K – 669
2020
Q2 		$6K Buy
+100
New +$6.03K ﹤0.01% 482

Other funds holding VPL

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
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Ropes Wealth Advisors's VPL Position: Q4 2022 in Review

Ropes Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2022, closing a stake of 4,530 shares — an estimated $260K sold.

Ropes Wealth Advisors first reported a position in VPL in Q2 2020 and held it in 4 quarters. The position peaked at $260K in Q3 2022. 327 funds tracked by Wall St. Rank hold VPL as of Q4 2022.

  • Ropes Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2022 after selling out during the quarter.
  • Ropes Wealth Advisors sold 4,530 Vanguard FTSE Pacific ETF shares in Q4 2022, an estimated $260K.
  • Ropes Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q2 2020 and held it in 4 quarters.
  • Ropes Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $260K in Q3 2022.
  • 327 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2022.

Based on Ropes Wealth Advisors's 13F filing for Q4 2022, filed 6 Feb 2023.