Phillips Wealth Planners LLC VPL Holdings History
Phillips Wealth Planners LLC's Vanguard FTSE Pacific ETF Holding Summary
As of 2025-06-30, Phillips Wealth Planners LLC held 10,303.00 shares of Vanguard FTSE Pacific ETF(VPL), totaling $837,020.00. This investment constitutes 0.76% of their stock portfolio, and Phillips Wealth Planners LLC now holds 0.01% of the outstanding Vanguard FTSE Pacific ETF(VPL) stock.
The initial trade took place in 2022Q4. And since then Phillips Wealth Planners LLC has made 8 purchases of VPL, at an average price of $64.33, for a total of 21,709.00 shares. In addition, there have been 2 sales at an average price of $75.42 for 11,406.00 shares. Based on historical transaction data and VPL's current price of $84.41, Phillips Wealth Planners LLC's estimated gain on his VPL holdings is $333,415.48, reflecting a 23.87% gain to date.
Phillips Wealth Planners LLC VPL ($84.41) Holding Chart
Phillips Wealth Planners LLC VPL ($84.41) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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