TW
VPL icon

TrinityPoint Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

TrinityPoint Wealth’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 		$7.93M Buy
111,565
+7,467
+7% +$558K 1.11% 17
2024
Q3 		$8.16M Buy
104,098
+7,471
+8% +$566K 1.17% 13
2024
Q2 		$7.17M Sell
96,627
-244
-0.3% -$18K 1.12% 17
2024
Q1 		$7.37M Buy
96,871
+3,759
+4% +$275K 1.22% 17
2023
Q4 		$6.71M Buy
93,112
+3,414
+4% +$232K 1.21% 18
2023
Q3 		$6M Buy
89,698
+862
+1% +$59.9K 1.19% 17
2023
Q2 		$6.19M Buy
88,836
+1,510
+2% +$104K 1.21% 17
2023
Q1 		$5.92M Sell
87,326
-374
-0.4% -$25.1K 1.27% 17
2022
Q4 		$5.64M Sell
87,700
-4,303
-5% -$268K 1.28% 16
2022
Q3 		$5.29M Buy
92,003
+27,652
+43% +$1.77M 1.21% 20
2022
Q2 		$4.08M Buy
64,351
+397
+0.6% +$27.2K 0.9% 25
2022
Q1 		$4.74M Buy
63,954
+1,989
+3% +$149K 0.86% 25
2021
Q4 		$4.83M Buy
61,965
+18,341
+42% +$1.47M 0.86% 27
2021
Q3 		$3.54M Buy
43,624
+18,031
+70% +$1.49M 0.68% 37
2021
Q2 		$2.11M Buy
25,593
+2,666
+12% +$221K 0.43% 57
2021
Q1 		$1.87M Buy
22,927
+657
+3% +$54K 0.44% 64
2020
Q4 		$1.84M Buy
22,270
+2,702
+14% +$199K 0.44% 61
2020
Q3 		$1.33M Buy
19,568
+1,596
+9% +$107K 0.37% 72
2020
Q2 		$1.14M Buy
17,972
+314
+2% +$18.9K 0.36% 78
2020
Q1 		$974K Buy
17,658
+3,252
+23% +$208K 0.39% 71
2019
Q4 		$1M Buy
14,406
+781
+6% +$53.6K 0.34% 72
2019
Q3 		$947K Buy
13,625
+799
+6% +$52K 0.33% 79
2019
Q2 		$855K Buy
12,826
+319
+3% +$20.9K 0.41% 63
2019
Q1 		$824K Buy
12,507
+2,413
+24% +$156K 0.41% 71
2018
Q4 		$612K Buy
+10,094
New +$654K 0.38% 72

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 $4.49B AUM 19.44% 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

TrinityPoint Wealth's VPL Position: Q4 2024 in Review

TrinityPoint Wealth increased its Vanguard FTSE Pacific ETF (VPL) stake by 7.2% in Q4 2024, buying an estimated $558K and bringing the position to 111,565 shares worth $7.93M. The position accounts for 1.11% of the portfolio, ranked #17.

TrinityPoint Wealth first reported a position in VPL in Q4 2018 and has held it in 25 quarters since. The position peaked at $8.16M in Q3 2024. 356 funds tracked by Wall St. Rank hold VPL as of Q4 2024.

  • TrinityPoint Wealth held 111,565 shares of Vanguard FTSE Pacific ETF worth $7.93M as of Q4 2024.
  • TrinityPoint Wealth bought 7,467 Vanguard FTSE Pacific ETF shares in Q4 2024, an estimated $558K.
  • Vanguard FTSE Pacific ETF made up 1.11% of TrinityPoint Wealth's portfolio in Q4 2024, its #17 holding.
  • TrinityPoint Wealth first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and has held it in 25 quarters since.
  • TrinityPoint Wealth's Vanguard FTSE Pacific ETF position peaked at $8.16M in Q3 2024.
  • 356 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2024.

Based on TrinityPoint Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.