ULWM
VPL icon

Upper Left Wealth Management’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Upper Left 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
2024
Q3 		– Sell
-3,252
Closed -$241K – 64
2024
Q2 		$241K Buy
+3,252
New +$240K 0.22% 58
2022
Q2 		– Sell
-2,918
Closed -$218K – 56
2022
Q1 		$218K Buy
2,918
+28
+1% +$2.09K 0.23% 50
2021
Q4 		$226K Buy
+2,890
New +$231K 0.23% 47

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
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
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

Upper Left Wealth Management's VPL Position: Q3 2024 in Review

Upper Left Wealth Management sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 3,252 shares — an estimated $241K sold.

Upper Left Wealth Management first reported a position in VPL in Q4 2021 and held it in 3 quarters. The position peaked at $241K in Q2 2024. 352 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Upper Left Wealth Management reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Upper Left Wealth Management sold 3,252 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $241K.
  • Upper Left Wealth Management first reported a position in Vanguard FTSE Pacific ETF in Q4 2021 and held it in 3 quarters.
  • Upper Left Wealth Management's Vanguard FTSE Pacific ETF position peaked at $241K in Q2 2024.
  • 352 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Upper Left Wealth Management's 13F filing for Q3 2024, filed 13 Nov 2024.