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Watershed Private Wealth’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Watershed Private Wealth’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
-8,973
Closed -$666K – 127
2024
Q2 		$666K Sell
8,973
-221
-2% -$16.3K 0.28% 62
2024
Q1 		$699K Sell
9,194
-1,694
-16% -$124K 0.31% 61
2023
Q4 		$784K Buy
10,888
+3,904
+56% +$265K 0.43% 53
2023
Q3 		$467K Buy
+6,984
New +$485K 0.29% 62

Other funds holding VPL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 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 22.96% 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 $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Watershed Private Wealth's VPL Position: Q3 2024 in Review

Watershed Private Wealth sold out of Vanguard FTSE Pacific ETF (VPL) in Q3 2024, closing a stake of 8,973 shares — an estimated $666K sold.

Watershed Private Wealth first reported a position in VPL in Q3 2023 and held it in 4 quarters. The position peaked at $784K in Q4 2023. 353 funds tracked by Wall St. Rank hold VPL as of Q3 2024.

  • Watershed Private Wealth reported no remaining Vanguard FTSE Pacific ETF position as of Q3 2024 after selling out during the quarter.
  • Watershed Private Wealth sold 8,973 Vanguard FTSE Pacific ETF shares in Q3 2024, an estimated $666K.
  • Watershed Private Wealth first reported a position in Vanguard FTSE Pacific ETF in Q3 2023 and held it in 4 quarters.
  • Watershed Private Wealth's Vanguard FTSE Pacific ETF position peaked at $784K in Q4 2023.
  • 353 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q3 2024.

Based on Watershed Private Wealth's 13F filing for Q3 2024, filed 15 Oct 2024.