WealthShield Partners’s Vanguard FTSE Pacific ETF VPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $540K | Sell |
6,574
-75
| -1% | -$6.16K | 0.07% | 230 |
|
|
2025
Q1 | $482K | Buy |
6,649
+69
| +1% | +$5K | 0.06% | 222 |
|
|
2024
Q4 | $467K | Sell |
6,580
-10
| -0.2% | -$710 | 0.07% | 219 |
|
|
2024
Q3 | $517K | Buy |
6,590
+649
| +11% | +$50.9K | 0.07% | 209 |
|
|
2024
Q2 | $441K | Sell |
5,941
-120
| -2% | -$8.9K | 0.07% | 207 |
|
|
2024
Q1 | $461K | Sell |
6,061
-1,255
| -17% | -$95.4K | 0.07% | 200 |
|
|
2023
Q4 | $527K | Sell |
7,316
-189
| -3% | -$13.6K | 0.09% | 195 |
|
|
2023
Q3 | $502K | Hold |
7,505
| – | – | 0.08% | 208 |
|
|
2023
Q2 | $524K | Hold |
7,505
| – | – | 0.08% | 203 |
|
|
2023
Q1 | $509K | Sell |
7,505
-124
| -2% | -$8.41K | 0.08% | 205 |
|
|
2022
Q4 | $491K | Sell |
7,629
-18
| -0.2% | -$1.16K | 0.09% | 198 |
|
|
2022
Q3 | $439K | Sell |
7,647
-65
| -0.8% | -$3.73K | 0.09% | 209 |
|
|
2022
Q2 | $490K | Sell |
7,712
-188
| -2% | -$11.9K | 0.1% | 203 |
|
|
2022
Q1 | $585K | Sell |
7,900
-2,001
| -20% | -$148K | 0.09% | 215 |
|
|
2021
Q4 | $772K | Buy |
9,901
+3,710
| +60% | +$289K | 0.13% | 163 |
|
|
2021
Q3 | $502K | Buy |
+6,191
| New | +$502K | 0.13% | 142 |
|
|
2021
Q2 | – | Sell |
-6,191
| Closed | -$506K | – | 1156 |
|
|
2021
Q1 | $506K | Hold |
6,191
| – | – | 0.09% | 157 |
|
|
2020
Q4 | $493K | Hold |
6,191
| – | – | 0.09% | 174 |
|
|
2020
Q3 | $421K | Hold |
6,191
| – | – | 0.15% | 152 |
|
|
2020
Q2 | $394K | Sell |
6,191
-95
| -2% | -$6.05K | 0.18% | 123 |
|
|
2020
Q1 | $347K | Sell |
6,286
-517
| -8% | -$28.5K | 0.21% | 98 |
|
|
2019
Q4 | $473K | Hold |
6,803
| – | – | 0.23% | 97 |
|
|
2019
Q3 | $449K | Sell |
6,803
-106
| -2% | -$7K | 0.24% | 101 |
|
|
2019
Q2 | $456K | Hold |
6,909
| – | – | 0.26% | 88 |
|
|
2019
Q1 | $455K | Hold |
6,909
| – | – | 0.25% | 80 |
|
|
2018
Q4 | $419K | Sell |
6,909
-107
| -2% | -$6.49K | 0.29% | 69 |
|
|
2018
Q3 | $501K | Sell |
7,016
-175
| -2% | -$12.5K | 0.29% | 65 |
|
|
2018
Q2 | $504K | Hold |
7,191
| – | – | 0.31% | 60 |
|
|
2018
Q1 | $525K | Buy |
7,191
+681
| +10% | +$49.7K | 0.33% | 57 |
|
|
2017
Q4 | $478K | Buy |
+6,510
| New | +$478K | 0.29% | 72 |
|