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

Sugarloaf 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
2024
Q4 		$9.78K Buy
138
+3
+2% +$224 ﹤0.01% 503
2024
Q3 		$10.6K Buy
135
+1
+0.7% +$76 ﹤0.01% 495
2024
Q2 		$9.97K Hold
134
– – ﹤0.01% 478
2024
Q1 		$10.2K Buy
+134
New +$9.8K ﹤0.01% 483

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Sugarloaf Wealth Management's VPL Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard FTSE Pacific ETF (VPL) stake by 2.2% in Q4 2024, buying an estimated $224 and bringing the position to 138 shares worth $9.78K. The position accounts for ﹤0.01% of the portfolio, ranked #503.

Sugarloaf Wealth Management first reported a position in VPL in Q1 2024 and has held it in 4 quarters since. The position peaked at $10.6K in Q3 2024. 356 funds tracked by Wall St. Rank hold VPL as of Q4 2024.

  • Sugarloaf Wealth Management held 138 shares of Vanguard FTSE Pacific ETF worth $9.78K as of Q4 2024.
  • Sugarloaf Wealth Management bought 3 Vanguard FTSE Pacific ETF shares in Q4 2024, an estimated $224.
  • Vanguard FTSE Pacific ETF made up ﹤0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #503 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2024 and has held it in 4 quarters since.
  • Sugarloaf Wealth Management's Vanguard FTSE Pacific ETF position peaked at $10.6K in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.