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

Sax 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
2024 Q1	–	Sell	-2,976	Closed	-$214K	–	214
2023 Q4	$214K	Buy	+2,976	New	+$202K	0.04%	178
2023 Q3	–	Sell	-2,976	Closed	-$207K	–	189
2023 Q2	$207K	Hold	2,976	–	–	0.04%	163
2023 Q1	$202K	Buy	+2,976	New	+$200K	0.04%	170
2022 Q2	–	Sell	-2,976	Closed	-$220K	–	182
2022 Q1	$220K	Hold	2,976	–	–	0.05%	160
2021 Q4	$232K	Sell	2,976 -788	-21%	-$63K	0.05%	162
2021 Q3	$305K	Hold	3,764	–	–	0.07%	131
2021 Q2	$310K	Hold	3,764	–	–	0.11%	119
2021 Q1	$307K	Hold	3,764	–	–	0.11%	113
2020 Q4	$300K	Buy	+3,764	New	+$277K	0.14%	99

Other funds holding VPL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sax Wealth Advisors's VPL Position: Q1 2024 in Review

Sax Wealth Advisors sold out of Vanguard FTSE Pacific ETF (VPL) in Q1 2024, closing a stake of 2,976 shares — an estimated $214K sold.

Sax Wealth Advisors first reported a position in VPL in Q4 2020 and held it in 9 quarters. The position peaked at $310K in Q2 2021. 343 funds tracked by Wall St. Rank hold VPL as of Q1 2024.

Sax Wealth Advisors reported no remaining Vanguard FTSE Pacific ETF position as of Q1 2024 after selling out during the quarter.
Sax Wealth Advisors sold 2,976 Vanguard FTSE Pacific ETF shares in Q1 2024, an estimated $214K.
Sax Wealth Advisors first reported a position in Vanguard FTSE Pacific ETF in Q4 2020 and held it in 9 quarters.
Sax Wealth Advisors's Vanguard FTSE Pacific ETF position peaked at $310K in Q2 2021.
343 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q1 2024.

Based on Sax Wealth Advisors's 13F filing for Q1 2024, filed 14 May 2024.