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

Lee 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
2018 Q4	–	Sell	-191	Closed	-$11K	–	481
2018 Q3	$11K	Hold	191	–	–	﹤0.01%	315
2018 Q2	$11K	Hold	191	–	–	﹤0.01%	462
2018 Q1	$11K	Buy	+191	New	+$11.4K	﹤0.01%	454
2017 Q2	–	Sell	-4,180	Closed	-$216K	–	518
2017 Q1	$216K	Hold	4,180	–	–	0.09%	106
2016 Q4	$197K	Buy	+4,180	New	+$197K	0.11%	104

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

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

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

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

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

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

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

Lee Financial's VGK Position: Q4 2018 in Review

Lee Financial sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2018, closing a stake of 191 shares — an estimated $11K sold.

Lee Financial first reported a position in VGK in Q4 2016 and held it in 5 quarters. The position peaked at $216K in Q1 2017. 520 funds tracked by Wall St. Rank hold VGK as of Q4 2018.

Lee Financial reported no remaining Vanguard FTSE Europe ETF position as of Q4 2018 after selling out during the quarter.
Lee Financial sold 191 Vanguard FTSE Europe ETF shares in Q4 2018, an estimated $11K.
Lee Financial first reported a position in Vanguard FTSE Europe ETF in Q4 2016 and held it in 5 quarters.
Lee Financial's Vanguard FTSE Europe ETF position peaked at $216K in Q1 2017.
520 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2018.

Based on Lee Financial's 13F filing for Q4 2018, filed 11 Feb 2019.