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

San Luis 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
Q2 		– Sell
-997
Closed -$78K – 412
2022
Q1 		$78K Buy
+997
New +$74.5K 0.04% 209
2021
Q4 		– Sell
-7,732
Closed -$627K – 159
2021
Q3 		$627K Buy
+7,732
New +$638K 0.35% 73

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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

San Luis Wealth Advisors's VPL Position: Q2 2022 in Review

San Luis Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2022, closing a stake of 997 shares — an estimated $78K sold.

San Luis Wealth Advisors first reported a position in VPL in Q3 2021 and held it in 2 quarters. The position peaked at $627K in Q3 2021. 289 funds tracked by Wall St. Rank hold VPL as of Q2 2022.

  • San Luis Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2022 after selling out during the quarter.
  • San Luis Wealth Advisors sold 997 Vanguard FTSE Pacific ETF shares in Q2 2022, an estimated $78K.
  • San Luis Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q3 2021 and held it in 2 quarters.
  • San Luis Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $627K in Q3 2021.
  • 289 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2022.

Based on San Luis Wealth Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.