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Tyler-Stone Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Tyler-Stone 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
2023
Q4 		– Sell
-265
Closed -$18K – 988
2023
Q3 		$18K Hold
265
– – 0.01% 500
2023
Q2 		$18K Buy
+265
New +$18.3K 0.01% 502
2022
Q4 		$17K Hold
265
– – 0.01% 468
2022
Q3 		$15K Hold
265
– – 0.01% 479
2022
Q2 		$17K Hold
265
– – 0.01% 476
2022
Q1 		$20K Buy
+265
New +$19.8K 0.01% 475

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Tyler-Stone Wealth Management's VPL Position: Q4 2023 in Review

Tyler-Stone Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2023, closing a stake of 265 shares — an estimated $18K sold.

Tyler-Stone Wealth Management first reported a position in VPL in Q1 2022 and held it in 6 quarters. The position peaked at $20K in Q1 2022. 348 funds tracked by Wall St. Rank hold VPL as of Q4 2023.

  • Tyler-Stone Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2023 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 265 Vanguard FTSE Pacific ETF shares in Q4 2023, an estimated $18K.
  • Tyler-Stone Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q1 2022 and held it in 6 quarters.
  • Tyler-Stone Wealth Management's Vanguard FTSE Pacific ETF position peaked at $20K in Q1 2022.
  • 348 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2023.

Based on Tyler-Stone Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.