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Wealthquest’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Wealthquest’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
2019
Q4 		$476K Buy
6,843
+88
+1% +$6.04K 0.14% 81
2019
Q3 		$446K Buy
6,755
+345
+5% +$22.4K 0.15% 83
2019
Q2 		$423K Buy
6,410
+390
+6% +$25.5K 0.16% 85
2019
Q1 		$396K Sell
6,020
-5
-0.1% -$324 0.15% 84
2018
Q4 		$365K Buy
+6,025
New +$390K 0.15% 88

Other funds holding VPL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.45B AUM 12.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wealthquest's VPL Position: Q4 2019 in Review

Wealthquest increased its Vanguard FTSE Pacific ETF (VPL) stake by 1.3% in Q4 2019, buying an estimated $6.04K and bringing the position to 6,843 shares worth $476K. The position accounts for 0.14% of the portfolio, ranked #81.

Wealthquest first reported a position in VPL in Q4 2018 and has held it in 5 quarters since. 257 funds tracked by Wall St. Rank hold VPL as of Q4 2019.

  • Wealthquest held 6,843 shares of Vanguard FTSE Pacific ETF worth $476K as of Q4 2019.
  • Wealthquest bought 88 Vanguard FTSE Pacific ETF shares in Q4 2019, an estimated $6.04K.
  • Vanguard FTSE Pacific ETF made up 0.14% of Wealthquest's portfolio in Q4 2019, its #81 holding.
  • Wealthquest first reported a position in Vanguard FTSE Pacific ETF in Q4 2018 and has held it in 5 quarters since.
  • 257 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2019.

Based on Wealthquest's 13F filing for Q4 2019, filed 18 Feb 2020.