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Stratos Wealth Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Stratos Wealth Partners’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
2018
Q4 		– Sell
-500
Closed -$36K – 2460
2018
Q3 		$36K Buy
+500
New +$34.8K ﹤0.01% 1614
2018
Q2 		– Sell
-924
Closed -$67K – 2548
2018
Q1 		$67K Hold
924
– – ﹤0.01% 1423
2017
Q4 		$67K Buy
+924
New +$66K ﹤0.01% 1377

Other funds holding VPL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $8.89B AUM 25.87% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TA
Tiedemann Advisors New York $2.33B AUM 15.56% 1-Year Est. Return

Stratos Wealth Partners's VPL Position: Q4 2018 in Review

Stratos Wealth Partners sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2018, closing a stake of 500 shares — an estimated $36K sold.

Stratos Wealth Partners first reported a position in VPL in Q4 2017 and held it in 3 quarters. The position peaked at $67K in Q1 2018. 258 funds tracked by Wall St. Rank hold VPL as of Q4 2018.

  • Stratos Wealth Partners reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 500 Vanguard FTSE Pacific ETF shares in Q4 2018, an estimated $36K.
  • Stratos Wealth Partners first reported a position in Vanguard FTSE Pacific ETF in Q4 2017 and held it in 3 quarters.
  • Stratos Wealth Partners's Vanguard FTSE Pacific ETF position peaked at $67K in Q1 2018.
  • 258 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2018.

Based on Stratos Wealth Partners's 13F filing for Q4 2018, filed 8 Feb 2019.