WCFA
Walkner Condon Financial Advisors’s Vanguard FTSE Pacific ETF VPL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.48M | Buy |
91,000
+792
| +0.9% | +$65.1K | 1.38% | 18 |
|
|
2025
Q1 | $6.54M | Buy |
90,208
+1,164
| +1% | +$84.3K | 1.32% | 17 |
|
|
2024
Q4 | $6.33M | Buy |
89,044
+675
| +0.8% | +$48K | 1.29% | 19 |
|
|
2024
Q3 | $6.93M | Buy |
88,369
+419
| +0.5% | +$32.9K | 1.41% | 16 |
|
|
2024
Q2 | $6.52M | Buy |
87,950
+4,512
| +5% | +$335K | 1.41% | 17 |
|
|
2024
Q1 | $6.34M | Sell |
83,438
-442
| -0.5% | -$33.6K | 1.35% | 17 |
|
|
2023
Q4 | $6.04M | Sell |
83,880
-7,508
| -8% | -$541K | 1.38% | 19 |
|
|
2023
Q3 | $6.12M | Buy |
91,388
+2,307
| +3% | +$154K | 1.62% | 16 |
|
|
2023
Q2 | $6.21M | Sell |
89,081
-4,628
| -5% | -$323K | 1.64% | 15 |
|
|
2023
Q1 | $6.35M | Sell |
93,709
-3,042
| -3% | -$206K | 1.78% | 16 |
|
|
2022
Q4 | $6.23M | Buy |
96,751
+182
| +0.2% | +$11.7K | 1.86% | 17 |
|
|
2022
Q3 | $5.55M | Buy |
96,569
+8,608
| +10% | +$495K | 1.79% | 16 |
|
|
2022
Q2 | $5.58M | Buy |
87,961
+4,098
| +5% | +$260K | 1.75% | 14 |
|
|
2022
Q1 | $6.21M | Buy |
83,863
+8,207
| +11% | +$608K | 1.77% | 14 |
|
|
2021
Q4 | $5.9M | Sell |
75,656
-9,052
| -11% | -$706K | 3.84% | 3 |
|
|
2021
Q3 | $6.85M | Buy |
84,708
+149
| +0.2% | +$12.1K | 3.37% | 5 |
|
|
2021
Q2 | $6.95M | Buy |
84,559
+12,392
| +17% | +$1.02M | 2.55% | 9 |
|
|
2021
Q1 | $5.89M | Buy |
72,167
+8,885
| +14% | +$726K | 2.29% | 11 |
|
|
2020
Q4 | $5.04M | Buy |
63,282
+15,644
| +33% | +$1.25M | 2.17% | 12 |
|
|
2020
Q3 | $3.24M | Buy |
+47,638
| New | +$3.24M | 1.74% | 11 |
|