Wealth Enhancement Advisory Services
VPL icon

Wealth Enhancement Advisory Services’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Wealth Enhancement Advisory Services’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
2026
Q2 		$1.66M Buy
14,597
+2,677
+22% +$296K ﹤0.01% 1705
2026
Q1 		$1.17M Sell
11,920
-8,361
-41% -$834K ﹤0.01% 1696
2025
Q4 		$1.9M Sell
20,281
-2,245
-10% -$203K ﹤0.01% 1543
2025
Q3 		$2.01M Buy
22,526
+297
+1% +$25.3K ﹤0.01% 1436
2025
Q2 		$1.83M Sell
22,229
-7,906
-26% -$603K ﹤0.01% 1399
2025
Q1 		$2.18M Buy
30,135
+11,595
+63% +$850K ﹤0.01% 1199
2024
Q4 		$1.32M Sell
18,540
-1,176
-6% -$87.8K ﹤0.01% 1395
2024
Q3 		$1.55M Sell
19,716
-1,978
-9% -$150K ﹤0.01% 1180
2024
Q2 		$1.61M Buy
21,694
+286
+1% +$21.1K ﹤0.01% 1080
2024
Q1 		$1.63M Sell
21,408
-5,784
-21% -$423K ﹤0.01% 1030
2023
Q4 		$1.96M Buy
27,192
+3,261
+14% +$221K 0.01% 909
2023
Q3 		$1.6M Buy
+23,931
New +$1.66M 0.01% 934

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AH
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WIC
WealthBridge Investment Counsel Calgary, Alberta, Canada $375M AUM 37.9% 1-Year Est. Return
MWP
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SP
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IWM
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GWSA
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OLA
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CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
OPAM
Ocean Park Asset Management Santa Monica, California $2.08B AUM 5.32% 1-Year Est. Return