Lehman & Derafelo Financial Resources’s Vanguard FTSE Europe ETF VGK Stock Holding History

Lehman & Derafelo Financial Resources’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
2022 Q4	–	Sell	-379	Closed	-$17K	–	190
2022 Q3	$17K	Hold	379	–	–	0.01%	152
2022 Q2	$20K	Buy	+379	New	+$22K	0.01%	152
2021 Q4	–	Sell	-379	Closed	-$25K	–	182
2021 Q3	$25K	Hold	379	–	–	0.01%	147
2021 Q2	$25K	Hold	379	–	–	0.01%	170
2021 Q1	$24K	Hold	379	–	–	0.01%	172
2020 Q4	$23K	Hold	379	–	–	0.01%	172
2020 Q3	$20K	Hold	379	–	–	0.01%	204
2020 Q2	$19K	Hold	379	–	–	0.01%	193
2020 Q1	$16K	Hold	379	–	–	0.01%	147
2019 Q4	$22K	Hold	379	–	–	0.01%	156
2019 Q3	$20K	Hold	379	–	–	0.01%	147
2019 Q2	$21K	Hold	379	–	–	0.01%	141
2019 Q1	$20K	Buy	+379	New	+$19.8K	0.01%	143

Other funds holding VGK

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MERSOM

Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

Lehman & Derafelo Financial Resources's VGK Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2022, closing a stake of 379 shares — an estimated $17K sold.

Lehman & Derafelo Financial Resources first reported a position in VGK in Q1 2019 and held it in 13 quarters. The position peaked at $25K in Q3 2021. 570 funds tracked by Wall St. Rank hold VGK as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard FTSE Europe ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 379 Vanguard FTSE Europe ETF shares in Q4 2022, an estimated $17K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard FTSE Europe ETF in Q1 2019 and held it in 13 quarters.
Lehman & Derafelo Financial Resources's Vanguard FTSE Europe ETF position peaked at $25K in Q3 2021.
570 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.