SFSIG
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San Francisco Sentry Investment Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

San Francisco Sentry Investment Group’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
2020
Q3 		– Sell
-200
Closed -$13K – 699
2020
Q2 		$13K Hold
200
– – 0.01% 470
2020
Q1 		$11K Sell
200
-139
-41% -$8.88K 0.01% 465
2019
Q4 		$24K Hold
339
– – 0.01% 465
2019
Q3 		$22K Hold
339
– – 0.01% 474
2019
Q2 		$22K Hold
339
– – 0.01% 472
2019
Q1 		$22K Sell
339
-285
-46% -$18.4K 0.01% 486
2018
Q4 		$38K Sell
624
-119
-16% -$7.71K 0.02% 397
2018
Q3 		$53K Hold
743
– – 0.02% 390
2018
Q2 		$52K Hold
743
– – 0.02% 384
2018
Q1 		$54K Buy
743
+485
+188% +$35.9K 0.02% 452
2017
Q4 		$19K Buy
258
+119
+86% +$8.5K 0.01% 586
2017
Q3 		$9K Buy
+139
New +$9.35K ﹤0.01% 667

Other funds holding VPL

MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

San Francisco Sentry Investment Group's VPL Position: Q3 2020 in Review

San Francisco Sentry Investment Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2020, closing a stake of 200 shares — an estimated $13K sold.

San Francisco Sentry Investment Group first reported a position in VPL in Q3 2017 and held it in 12 quarters. The position peaked at $54K in Q1 2018. 231 funds tracked by Wall St. Rank hold VPL as of Q3 2020.

  • San Francisco Sentry Investment Group reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2020 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 200 Vanguard FTSE Pacific ETF shares in Q3 2020, an estimated $13K.
  • San Francisco Sentry Investment Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2017 and held it in 12 quarters.
  • San Francisco Sentry Investment Group's Vanguard FTSE Pacific ETF position peaked at $54K in Q1 2018.
  • 231 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q3 2020, filed 14 Oct 2020.