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Avantax Planning Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History

Avantax Planning Partners’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
-132
Closed -$7K – 1159
2018
Q3 		$7K Buy
+132
New +$7.48K ﹤0.01% 996
2018
Q2 		– Sell
-129
Closed -$7K – 1437
2018
Q1 		$7K Buy
+129
New +$7.73K ﹤0.01% 1225

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

Avantax Planning Partners's VGK Position: Q4 2018 in Review

Avantax Planning Partners sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2018, closing a stake of 132 shares — an estimated $7K sold.

Avantax Planning Partners first reported a position in VGK in Q1 2018 and held it in 2 quarters. The position peaked at $7K in Q3 2018. 520 funds tracked by Wall St. Rank hold VGK as of Q4 2018.

  • Avantax Planning Partners reported no remaining Vanguard FTSE Europe ETF position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 132 Vanguard FTSE Europe ETF shares in Q4 2018, an estimated $7K.
  • Avantax Planning Partners first reported a position in Vanguard FTSE Europe ETF in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Vanguard FTSE Europe ETF position peaked at $7K in Q3 2018.
  • 520 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.