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Burt Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Burt Wealth Advisors’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
-705
Closed -$42K – 356
2020
Q4 		$42K Buy
705
+4
+0.6% +$225 0.01% 192
2020
Q3 		$37K Buy
701
+4
+0.6% +$214 0.01% 194
2020
Q2 		$35K Buy
697
+5
+0.7% +$236 0.01% 197
2020
Q1 		$30K Buy
692
+4
+0.6% +$212 0.01% 202
2019
Q4 		$40K Buy
688
+4
+0.6% +$224 0.02% 189
2019
Q3 		$37K Buy
684
+4
+0.6% +$214 0.02% 195
2019
Q2 		$37K Buy
680
+12
+2% +$654 0.02% 191
2019
Q1 		$36K Buy
668
+3
+0.5% +$157 0.02% 197
2018
Q4 		$32K Buy
665
+7
+1% +$361 0.02% 201
2018
Q3 		$37K Hold
658
– – 0.02% 202
2018
Q2 		$37K Buy
658
+16
+2% +$941 0.02% 197
2018
Q1 		$37K Hold
642
– – 0.02% 205
2017
Q4 		$38K Buy
642
+4
+0.6% +$233 0.02% 200
2017
Q3 		$37K Buy
638
+2
+0.3% +$113 0.02% 198
2017
Q2 		$35K Sell
636
-17
-3% -$927 0.02% 218
2017
Q1 		$34K Buy
653
+3
+0.5% +$150 0.02% 194
2016
Q4 		$31K Sell
650
-56
-8% -$2.64K 0.03% 201
2016
Q3 		$34K Sell
706
-398
-36% -$19.2K 0.04% 182
2016
Q2 		$51K Sell
1,104
-7,405
-87% -$360K 0.06% 152
2016
Q1 		$413K Buy
8,509
+593
+7% +$27.7K 0.38% 33
2015
Q4 		$394K Buy
7,916
+6,893
+674% +$353K 0.31% 36
2015
Q3 		$50K Buy
1,023
+1
+0.1% +$53 0.06% 135
2015
Q2 		$55K Buy
1,022
+114
+13% +$6.45K 0.06% 144
2015
Q1 		$49K Sell
908
-1,682
-65% -$90.7K 0.05% 142
2014
Q4 		$136K Buy
+2,590
New +$139K 0.14% 75

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Burt Wealth Advisors's VGK Position: Q1 2021 in Review

Burt Wealth Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2021, closing a stake of 705 shares — an estimated $42K sold.

Burt Wealth Advisors first reported a position in VGK in Q4 2014 and held it in 25 quarters. The position peaked at $413K in Q1 2016. 525 funds tracked by Wall St. Rank hold VGK as of Q1 2021.

  • Burt Wealth Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q1 2021 after selling out during the quarter.
  • Burt Wealth Advisors sold 705 Vanguard FTSE Europe ETF shares in Q1 2021, an estimated $42K.
  • Burt Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q4 2014 and held it in 25 quarters.
  • Burt Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $413K in Q1 2016.
  • 525 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2021.

Based on Burt Wealth Advisors's 13F filing for Q1 2021, filed 15 Apr 2021.