AWM
VGK icon

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

Altium 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
2018
Q4 		– Sell
-4,428
Closed -$249K – 302
2018
Q3 		$249K Sell
4,428
-1,532
-26% -$86.8K 0.05% 238
2018
Q2 		$335K Buy
5,960
+636
+12% +$37.4K 0.09% 163
2018
Q1 		$310K Sell
5,324
-166
-3% -$9.95K 0.12% 121
2017
Q4 		$324K Buy
+5,490
New +$320K 0.15% 110

Other funds holding VGK

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Altium Wealth Management's VGK Position: Q4 2018 in Review

Altium Wealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2018, closing a stake of 4,428 shares — an estimated $249K sold.

Altium Wealth Management first reported a position in VGK in Q4 2017 and held it in 4 quarters. The position peaked at $335K in Q2 2018. 520 funds tracked by Wall St. Rank hold VGK as of Q4 2018.

  • Altium Wealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q4 2018 after selling out during the quarter.
  • Altium Wealth Management sold 4,428 Vanguard FTSE Europe ETF shares in Q4 2018, an estimated $249K.
  • Altium Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q4 2017 and held it in 4 quarters.
  • Altium Wealth Management's Vanguard FTSE Europe ETF position peaked at $335K in Q2 2018.
  • 520 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2018.

Based on Altium Wealth Management's 13F filing for Q4 2018, filed 18 Jan 2019.