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VPL icon

WealthOne’s Vanguard FTSE Pacific ETF VPL Stock Holding History

WealthOne’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
Q3 		– Sell
-4,544
Closed -$317K – 110
2023
Q2 		$317K Buy
4,544
+85
+2% +$5.87K 0.12% 70
2023
Q1 		$302K Sell
4,459
-672
-13% -$45.1K 0.12% 77
2022
Q4 		$330K Buy
+5,131
New +$320K 0.13% 73
2022
Q3 		– Sell
-3,596
Closed -$228K – 121
2022
Q2 		$228K Sell
3,596
-203
-5% -$13.9K 0.09% 111
2022
Q1 		$281K Buy
+3,799
New +$284K 0.1% 98
2021
Q4 		– Sell
-3,775
Closed -$306K – 137
2021
Q3 		$306K Buy
3,775
+1,221
+48% +$101K 0.11% 102
2021
Q2 		$210K Buy
+2,554
New +$212K 0.08% 119
2019
Q1 		– Sell
-86
Closed -$5K – 561
2018
Q4 		$5K Buy
+86
New +$5.57K ﹤0.01% 476

Other funds holding VPL

Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return