TrueWealth LLC’s Vanguard FTSE Pacific ETF VPL Stock Holding History

TrueWealth LLC’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
2020 Q2	$22K	Hold	340	–	–	0.01%	372
2020 Q1	$19K	Hold	340	–	–	0.01%	371
2019 Q4	$24K	Hold	340	–	–	0.01%	356
2019 Q3	$22K	Hold	340	–	–	0.01%	356
2019 Q2	$22K	Hold	340	–	–	0.01%	359
2019 Q1	$22K	Buy	+340	New	+$22K	0.01%	358

Other funds holding VPL

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return

LNC

Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

CFM

Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

TrueWealth LLC's VPL Position: Q2 2020 in Review

TrueWealth LLC held its Vanguard FTSE Pacific ETF (VPL) position steady in Q2 2020 at 340 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #372.

TrueWealth LLC first reported a position in VPL in Q1 2019 and has held it in 6 quarters since. The position peaked at $24K in Q4 2019. 228 funds tracked by Wall St. Rank hold VPL as of Q2 2020.

TrueWealth LLC held 340 shares of Vanguard FTSE Pacific ETF worth $22K as of Q2 2020.
TrueWealth LLC left its Vanguard FTSE Pacific ETF share count unchanged in Q2 2020.
Vanguard FTSE Pacific ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #372 holding.
TrueWealth LLC first reported a position in Vanguard FTSE Pacific ETF in Q1 2019 and has held it in 6 quarters since.
TrueWealth LLC's Vanguard FTSE Pacific ETF position peaked at $24K in Q4 2019.
228 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.