Halpern Financial’s Vanguard FTSE Europe ETF VGK Stock Holding History

Halpern Financial’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
2024 Q1	–	Sell	-86	Closed	-$5.43K	–	247
2023 Q4	$5.43K	Buy	+86	New	+$5.15K	﹤0.01%	200
2023 Q3	–	Sell	-26	Closed	-$1.6K	–	259
2023 Q2	$1.6K	Hold	26	–	–	﹤0.01%	237
2023 Q1	$1.58K	Buy	+26	New	+$1.55K	﹤0.01%	166

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Halpern Financial's VGK Position: Q1 2024 in Review

Halpern Financial sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2024, closing a stake of 86 shares — an estimated $5.43K sold.

Halpern Financial first reported a position in VGK in Q1 2023 and held it in 3 quarters. The position peaked at $5.43K in Q4 2023. 635 funds tracked by Wall St. Rank hold VGK as of Q1 2024.

Halpern Financial reported no remaining Vanguard FTSE Europe ETF position as of Q1 2024 after selling out during the quarter.
Halpern Financial sold 86 Vanguard FTSE Europe ETF shares in Q1 2024, an estimated $5.43K.
Halpern Financial first reported a position in Vanguard FTSE Europe ETF in Q1 2023 and held it in 3 quarters.
Halpern Financial's Vanguard FTSE Europe ETF position peaked at $5.43K in Q4 2023.
635 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2024.

Based on Halpern Financial's 13F filing for Q1 2024, filed 9 Apr 2024.