GeoWealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

GeoWealth 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
2021 Q1	–	Sell	-9,942	Closed	-$599K	–	243
2020 Q4	$599K	Buy	+9,942	New	+$560K	0.1%	133

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

GeoWealth Management's VGK Position: Q1 2021 in Review

GeoWealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2021, closing a stake of 9,942 shares — an estimated $599K sold.

GeoWealth Management first reported a position in VGK in Q4 2020 and held it in 1 quarter. The position peaked at $599K in Q4 2020. 525 funds tracked by Wall St. Rank hold VGK as of Q1 2021.

GeoWealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q1 2021 after selling out during the quarter.
GeoWealth Management sold 9,942 Vanguard FTSE Europe ETF shares in Q1 2021, an estimated $599K.
GeoWealth Management first reported a position in Vanguard FTSE Europe ETF in Q4 2020 and held it in 1 quarter.
GeoWealth Management's Vanguard FTSE Europe ETF position peaked at $599K in Q4 2020.
525 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2021.

Based on GeoWealth Management's 13F filing for Q1 2021, filed 13 May 2021.