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

SeaCrest Wealth Management’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 Q4	–	Sell	-3,690	Closed	-$251K	–	648
2020 Q3	$251K	Buy	+3,690	New	+$247K	0.04%	450
2019 Q2	–	Sell	-324	Closed	-$21K	–	1808
2019 Q1	$21K	Hold	324	–	–	﹤0.01%	1273
2018 Q4	$20K	Hold	324	–	–	﹤0.01%	1244
2018 Q3	$23K	Hold	324	–	–	﹤0.01%	1327
2018 Q2	$23K	Hold	324	–	–	﹤0.01%	1309
2018 Q1	$24K	Hold	324	–	–	﹤0.01%	1259
2017 Q4	$24K	Buy	+324	New	+$23.1K	﹤0.01%	1277

Other funds holding VPL

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

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

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

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

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

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

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

SeaCrest Wealth Management's VPL Position: Q4 2020 in Review

SeaCrest Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2020, closing a stake of 3,690 shares — an estimated $251K sold.

SeaCrest Wealth Management first reported a position in VPL in Q4 2017 and held it in 7 quarters. The position peaked at $251K in Q3 2020. 276 funds tracked by Wall St. Rank hold VPL as of Q4 2020.

SeaCrest Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2020 after selling out during the quarter.
SeaCrest Wealth Management sold 3,690 Vanguard FTSE Pacific ETF shares in Q4 2020, an estimated $251K.
SeaCrest Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 7 quarters.
SeaCrest Wealth Management's Vanguard FTSE Pacific ETF position peaked at $251K in Q3 2020.
276 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2020.

Based on SeaCrest Wealth Management's 13F filing for Q4 2020, filed 9 Feb 2021.