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Weaver Consulting Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Weaver Consulting Group’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
2020
Q4 		– Sell
-21
Closed -$1K – 888
2020
Q3 		$1K Buy
+21
New +$1.4K ﹤0.01% 940

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Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 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
CFM
Comprehensive Financial Management Los Gatos, California $3.01B AUM 2.93% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

Weaver Consulting Group's VPL Position: Q4 2020 in Review

Weaver Consulting Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2020, closing a stake of 21 shares — an estimated $1K sold.

Weaver Consulting Group first reported a position in VPL in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 276 funds tracked by Wall St. Rank hold VPL as of Q4 2020.

  • Weaver Consulting Group reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2020 after selling out during the quarter.
  • Weaver Consulting Group sold 21 Vanguard FTSE Pacific ETF shares in Q4 2020, an estimated $1K.
  • Weaver Consulting Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2020 and held it in 1 quarter.
  • Weaver Consulting Group's Vanguard FTSE Pacific ETF position peaked at $1K in Q3 2020.
  • 276 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2020.

Based on Weaver Consulting Group's 13F filing for Q4 2020, filed 29 Jan 2021.