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Summit Wealth Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Summit Wealth Group’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
-30,519
Closed – – 257
2023
Q1 		$0 Buy
+30,519
New +$2.05M ﹤0.01% 261

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

Summit Wealth Group's VPL Position: Q2 2023 in Review

Summit Wealth Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 30,519 shares.

Summit Wealth Group first reported a position in VPL in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • Summit Wealth Group reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • Summit Wealth Group sold 30,519 Vanguard FTSE Pacific ETF shares in Q2 2023.
  • Summit Wealth Group first reported a position in Vanguard FTSE Pacific ETF in Q1 2023 and held it in 1 quarter.
  • Summit Wealth Group's Vanguard FTSE Pacific ETF position peaked at $0 in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on Summit Wealth Group's 13F filing for Q2 2023, filed 26 Jul 2023.