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Sowell Financial Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Sowell Financial Services’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
2023
Q2 		– Sell
-24,571
Closed -$1.67M – 834
2023
Q1 		$1.67M Sell
24,571
-189
-0.8% -$12.7K 0.13% 186
2022
Q4 		$1.59M Buy
24,760
+238
+1% +$14.8K 0.1% 227
2022
Q3 		$1.41M Buy
+24,522
New +$1.57M 0.14% 188
2022
Q1 		– Sell
-14,849
Closed -$1.16M – 514
2021
Q4 		$1.16M Sell
14,849
-4,074
-22% -$326K 0.07% 305
2021
Q3 		$1.53M Sell
18,923
-645
-3% -$53.2K 0.1% 222
2021
Q2 		$1.61M Sell
19,568
-184,157
-90% -$15.3M 0.11% 217
2021
Q1 		$17M Sell
203,725
-3,229
-2% -$265K 0.59% 33
2020
Q4 		$16.5M Buy
206,954
+6,220
+3% +$457K 0.7% 24
2020
Q3 		$13.7M Buy
200,734
+24,365
+14% +$1.63M 0.68% 31
2020
Q2 		$11.2M Buy
176,369
+86,493
+96% +$5.22M 0.62% 36
2020
Q1 		$4.96M Buy
89,876
+86,518
+2,576% +$5.53M 0.37% 67
2019
Q4 		$234K Buy
3,358
+3,243
+2,820% +$222K 0.02% 660
2019
Q3 		$8K Buy
+115
New +$7.48K ﹤0.01% 1615
2018
Q2 		– Sell
-2,939
Closed -$215K – 312
2018
Q1 		$215K Buy
+2,939
New +$218K 0.05% 248
2017
Q1 		– Sell
-16
Closed -$1K – 556
2016
Q4 		$1K Buy
+16
New +$952 ﹤0.01% 628

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sowell Financial Services's VPL Position: Q2 2023 in Review

Sowell Financial Services sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 24,571 shares — an estimated $1.67M sold.

Sowell Financial Services first reported a position in VPL in Q4 2016 and held it in 15 quarters. The position peaked at $17M in Q1 2021. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • Sowell Financial Services reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • Sowell Financial Services sold 24,571 Vanguard FTSE Pacific ETF shares in Q2 2023, an estimated $1.67M.
  • Sowell Financial Services first reported a position in Vanguard FTSE Pacific ETF in Q4 2016 and held it in 15 quarters.
  • Sowell Financial Services's Vanguard FTSE Pacific ETF position peaked at $17M in Q1 2021.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.