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

ERTS 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
2023 Q4	–	Sell	-3,893	Closed	-$226K	–	89
2023 Q3	$226K	Hold	3,893	–	–	0.05%	78
2023 Q2	$240K	Hold	3,893	–	–	0.06%	81
2023 Q1	$237K	Buy	+3,893	New	+$233K	0.06%	85
2019 Q1	–	Sell	-30	Closed	-$1K	–	291
2018 Q4	$1K	Buy	+30	New	+$1.55K	﹤0.01%	325

Other funds holding VGK

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

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

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

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

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

CZI

Chan Zuckerberg Initiative Redwood City, California $58.5M AUM 31.79% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

ERTS Wealth Advisors's VGK Position: Q4 2023 in Review

ERTS Wealth Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2023, closing a stake of 3,893 shares — an estimated $226K sold.

ERTS Wealth Advisors first reported a position in VGK in Q4 2018 and held it in 4 quarters. The position peaked at $240K in Q2 2023. 626 funds tracked by Wall St. Rank hold VGK as of Q4 2023.

ERTS Wealth Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q4 2023 after selling out during the quarter.
ERTS Wealth Advisors sold 3,893 Vanguard FTSE Europe ETF shares in Q4 2023, an estimated $226K.
ERTS Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q4 2018 and held it in 4 quarters.
ERTS Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $240K in Q2 2023.
626 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2023.

Based on ERTS Wealth Advisors's 13F filing for Q4 2023, filed 23 Jan 2024.