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Winthrop Advisory Group’s Vanguard FTSE Pacific ETF VPL Stock Holding History

Winthrop Advisory 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
-3,916
Closed -$267K – 142
2020
Q3 		$267K Buy
+3,916
New +$262K 0.08% 95

Other funds holding VPL

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
PS
Portfolio Solutions Royal Oak, Michigan $792M AUM 18.53% 1-Year Est. Return
LNC
Lincoln National Corp Radnor, Pennsylvania $3.91B AUM 14.77% 1-Year Est. Return
CFM
Comprehensive Financial Management Los Gatos, California $3.05B AUM 1.77% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return

Winthrop Advisory Group's VPL Position: Q4 2020 in Review

Winthrop Advisory Group sold out of Vanguard FTSE Pacific ETF (VPL) in Q4 2020, closing a stake of 3,916 shares — an estimated $267K sold.

Winthrop Advisory Group first reported a position in VPL in Q3 2020 and held it in 1 quarter. The position peaked at $267K in Q3 2020. 276 funds tracked by Wall St. Rank hold VPL as of Q4 2020.

  • Winthrop Advisory Group reported no remaining Vanguard FTSE Pacific ETF position as of Q4 2020 after selling out during the quarter.
  • Winthrop Advisory Group sold 3,916 Vanguard FTSE Pacific ETF shares in Q4 2020, an estimated $267K.
  • Winthrop Advisory Group first reported a position in Vanguard FTSE Pacific ETF in Q3 2020 and held it in 1 quarter.
  • Winthrop Advisory Group's Vanguard FTSE Pacific ETF position peaked at $267K in Q3 2020.
  • 276 funds tracked by Wall St. Rank held Vanguard FTSE Pacific ETF as of Q4 2020.

Based on Winthrop Advisory Group's 13F filing for Q4 2020, filed 25 Jan 2021.