Bernardo Wealth Planning’s Vanguard FTSE Europe ETF VGK Stock Holding History

Bernardo Wealth Planning’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
2021 Q1	–	Sell	-3,442	Closed	-$207K	–	150
2020 Q4	$207K	Buy	+3,442	New	+$194K	0.08%	165
2020 Q3	–	Sell	-4,277	Closed	-$215K	–	161
2020 Q2	$215K	Buy	+4,277	New	+$202K	0.12%	125
2020 Q1	–	Sell	-6,026	Closed	-$353K	–	163
2019 Q4	$353K	Sell	6,026 -47	-0.8%	-$2.63K	0.21%	112
2019 Q3	$325K	Buy	+6,073	New	+$325K	0.24%	108

Other funds holding VGK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bernardo Wealth Planning's VGK Position: Q1 2021 in Review

Bernardo Wealth Planning sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2021, closing a stake of 3,442 shares — an estimated $207K sold.

Bernardo Wealth Planning first reported a position in VGK in Q3 2019 and held it in 4 quarters. The position peaked at $353K in Q4 2019. 525 funds tracked by Wall St. Rank hold VGK as of Q1 2021.

Bernardo Wealth Planning reported no remaining Vanguard FTSE Europe ETF position as of Q1 2021 after selling out during the quarter.
Bernardo Wealth Planning sold 3,442 Vanguard FTSE Europe ETF shares in Q1 2021, an estimated $207K.
Bernardo Wealth Planning first reported a position in Vanguard FTSE Europe ETF in Q3 2019 and held it in 4 quarters.
Bernardo Wealth Planning's Vanguard FTSE Europe ETF position peaked at $353K in Q4 2019.
525 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2021.

Based on Bernardo Wealth Planning's 13F filing for Q1 2021, filed 23 Apr 2021.