Wedmont Private Capital’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Wedmont Private Capital’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	$2.44M	Buy	21,470 +438	+2%	+$48.4K	0.07%	156
2026 Q1	$2.21M	Sell	21,032 -1,978	-9%	-$197K	0.07%	152
2025 Q4	$2.15M	Buy	23,010 +54	+0.2%	+$4.88K	0.07%	152
2025 Q3	$2.05M	Sell	22,956 -83	-0.4%	-$7.07K	0.08%	157
2025 Q2	$1.87M	Sell	23,039 -432	-2%	-$33K	0.08%	156
2025 Q1	$1.65M	Hold	23,471	–	–	0.08%	143
2024 Q4	$1.64M	Buy	23,471 +1,986	+9%	+$148K	0.09%	138
2024 Q3	$1.67M	Hold	21,485	–	–	0.1%	130
2024 Q2	$1.66M	Buy	21,485 +13,560	+171%	+$1M	0.1%	120
2024 Q1	$599K	Hold	7,925	–	–	0.04%	286
2023 Q4	$567K	Buy	7,925 +444	+6%	+$30.2K	0.05%	275
2023 Q3	$496K	Buy	7,481 +4,626	+162%	+$321K	0.05%	255
2023 Q2	$204K	Buy	+2,855	New	+$197K	0.02%	468

Other funds holding VPL

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.32B AUM 23.07% 1-Year Est. Return

Addis & Hill Wayne, Pennsylvania $181M AUM 21.74% 1-Year Est. Return

WealthBridge Investment Counsel Calgary, Alberta, Canada $375M AUM 37.9% 1-Year Est. Return

Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Integris Wealth Management Monterey, California $495M AUM 23.92% 1-Year Est. Return

Capital Investment Counsel (Colorado) Denver, Colorado $808M AUM 20.7% 1-Year Est. Return

Global Wealth Strategies & Associates Denver, Colorado $528M AUM 23.18% 1-Year Est. Return

Oliver Luxxe Assets Gladstone, New Jersey $679M AUM 47.51% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return