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

Hefty 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
2018 Q1	–	Sell	-215	Closed	-$13K	–	280
2017 Q4	$13K	Sell	215 -20,243	-99%	-$1.18M	0.01%	181
2017 Q3	$1.19M	Buy	20,458 +385	+2%	+$21.8K	0.79%	39
2017 Q2	$1.11M	Buy	20,073 +966	+5%	+$52.7K	0.76%	43
2017 Q1	$985K	Buy	+19,107	New	+$953K	0.72%	53

Other funds holding VGK

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

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

Hefty Wealth Partners's VGK Position: Q1 2018 in Review

Hefty Wealth Partners sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2018, closing a stake of 215 shares — an estimated $13K sold.

Hefty Wealth Partners first reported a position in VGK in Q1 2017 and held it in 4 quarters. The position peaked at $1.19M in Q3 2017. 583 funds tracked by Wall St. Rank hold VGK as of Q1 2018.

Hefty Wealth Partners reported no remaining Vanguard FTSE Europe ETF position as of Q1 2018 after selling out during the quarter.
Hefty Wealth Partners sold 215 Vanguard FTSE Europe ETF shares in Q1 2018, an estimated $13K.
Hefty Wealth Partners first reported a position in Vanguard FTSE Europe ETF in Q1 2017 and held it in 4 quarters.
Hefty Wealth Partners's Vanguard FTSE Europe ETF position peaked at $1.19M in Q3 2017.
583 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.