AWM
VGK icon

Alterna Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Alterna Wealth Management’s Portfolio VGK Stock Details VGK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-4,836
Closed -$295K – 128
2023
Q1 		$295K Hold
4,836
– – 0.37% 56
2022
Q4 		$268K Hold
4,836
– – 0.3% 60
2022
Q3 		$223K Buy
+4,836
New +$252K 0.26% 60

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Alterna Wealth Management's VGK Position: Q2 2023 in Review

Alterna Wealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q2 2023, closing a stake of 4,836 shares — an estimated $295K sold.

Alterna Wealth Management first reported a position in VGK in Q3 2022 and held it in 3 quarters. The position peaked at $295K in Q1 2023. 593 funds tracked by Wall St. Rank hold VGK as of Q2 2023.

  • Alterna Wealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q2 2023 after selling out during the quarter.
  • Alterna Wealth Management sold 4,836 Vanguard FTSE Europe ETF shares in Q2 2023, an estimated $295K.
  • Alterna Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q3 2022 and held it in 3 quarters.
  • Alterna Wealth Management's Vanguard FTSE Europe ETF position peaked at $295K in Q1 2023.
  • 593 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q2 2023.

Based on Alterna Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.