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UG Investment Advisers’s Vanguard FTSE Pacific ETF VPL Stock Holding History

UG Investment Advisers’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
-4,000
Closed -$271K – 21
2023
Q1 		$271K Hold
4,000
– – 0.2% 16
2022
Q4 		$257K Buy
+4,000
New +$249K 0.15% 22

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 $11.5B AUM 18.82% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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 $83.7B AUM 27.22% 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

UG Investment Advisers's VPL Position: Q2 2023 in Review

UG Investment Advisers sold out of Vanguard FTSE Pacific ETF (VPL) in Q2 2023, closing a stake of 4,000 shares — an estimated $271K sold.

UG Investment Advisers first reported a position in VPL in Q4 2022 and held it in 2 quarters. The position peaked at $271K in Q1 2023. 317 funds tracked by Wall St. Rank hold VPL as of Q2 2023.

  • UG Investment Advisers reported no remaining Vanguard FTSE Pacific ETF position as of Q2 2023 after selling out during the quarter.
  • UG Investment Advisers sold 4,000 Vanguard FTSE Pacific ETF shares in Q2 2023, an estimated $271K.
  • UG Investment Advisers first reported a position in Vanguard FTSE Pacific ETF in Q4 2022 and held it in 2 quarters.
  • UG Investment Advisers's Vanguard FTSE Pacific ETF position peaked at $271K in Q1 2023.
  • 317 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q2 2023.

Based on UG Investment Advisers's 13F filing for Q2 2023, filed 1 Aug 2023.