Financial Partners Capital Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Financial Partners Capital Management’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	-4,475	Closed	-$225K	–	109
2020 Q2	$225K	Buy	+4,475	New	+$211K	0.06%	91
2018 Q4	$272K	Buy	+5,595	New	+$288K	0.09%	72
2018 Q2	–	Sell	-3,875	Closed	-$225K	–	83
2018 Q1	$225K	Hold	3,875	–	–	0.07%	72
2017 Q4	$229K	Hold	3,875	–	–	0.04%	117
2017 Q3	$226K	Hold	3,875	–	–	0.04%	112
2017 Q2	$214K	Buy	+3,875	New	+$211K	0.04%	110

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Financial Partners Capital Management's VGK Position: Q3 2020 in Review

Financial Partners Capital Management sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2020, closing a stake of 4,475 shares — an estimated $225K sold.

Financial Partners Capital Management first reported a position in VGK in Q2 2017 and held it in 6 quarters. The position peaked at $272K in Q4 2018. 465 funds tracked by Wall St. Rank hold VGK as of Q3 2020.

Financial Partners Capital Management reported no remaining Vanguard FTSE Europe ETF position as of Q3 2020 after selling out during the quarter.
Financial Partners Capital Management sold 4,475 Vanguard FTSE Europe ETF shares in Q3 2020, an estimated $225K.
Financial Partners Capital Management first reported a position in Vanguard FTSE Europe ETF in Q2 2017 and held it in 6 quarters.
Financial Partners Capital Management's Vanguard FTSE Europe ETF position peaked at $272K in Q4 2018.
465 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2020.

Based on Financial Partners Capital Management's 13F filing for Q3 2020, filed 28 Feb 2023.