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CFM Wealth Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History

CFM Wealth 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
2020
Q3 		– Sell
-525
Closed -$26K – 436
2020
Q2 		$26K Hold
525
– – 0.01% 343
2020
Q1 		$23K Hold
525
– – 0.01% 356
2019
Q4 		$31K Buy
+525
New +$29.3K 0.01% 324

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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

CFM Wealth Partners's VGK Position: Q3 2020 in Review

CFM Wealth Partners sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2020, closing a stake of 525 shares — an estimated $26K sold.

CFM Wealth Partners first reported a position in VGK in Q4 2019 and held it in 3 quarters. The position peaked at $31K in Q4 2019. 465 funds tracked by Wall St. Rank hold VGK as of Q3 2020.

  • CFM Wealth Partners reported no remaining Vanguard FTSE Europe ETF position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 525 Vanguard FTSE Europe ETF shares in Q3 2020, an estimated $26K.
  • CFM Wealth Partners first reported a position in Vanguard FTSE Europe ETF in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Vanguard FTSE Europe ETF position peaked at $31K in Q4 2019.
  • 465 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.