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Mascoma Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History

Mascoma Wealth 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
2024
Q1 		– Sell
-118
Closed -$7.61K – 469
2023
Q4 		$7.61K Buy
+118
New +$7.06K ﹤0.01% 343
2019
Q1 		– Sell
-120
Closed -$6K – 425
2018
Q4 		$6K Hold
120
– – ﹤0.01% 291
2018
Q3 		$7K Hold
120
– – ﹤0.01% 309
2018
Q2 		$7K Hold
120
– – ﹤0.01% 299
2018
Q1 		$7K Hold
120
– – ﹤0.01% 291
2017
Q4 		$7K Sell
120
-345
-74% -$20.1K ﹤0.01% 288
2017
Q3 		$27K Buy
+465
New +$26.4K 0.02% 202

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
Asset Management One
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
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Mascoma Wealth Management's VGK Position: Q1 2024 in Review

Mascoma Wealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q1 2024, closing a stake of 118 shares — an estimated $7.61K sold.

Mascoma Wealth Management first reported a position in VGK in Q3 2017 and held it in 7 quarters. The position peaked at $27K in Q3 2017. 635 funds tracked by Wall St. Rank hold VGK as of Q1 2024.

  • Mascoma Wealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q1 2024 after selling out during the quarter.
  • Mascoma Wealth Management sold 118 Vanguard FTSE Europe ETF shares in Q1 2024, an estimated $7.61K.
  • Mascoma Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q3 2017 and held it in 7 quarters.
  • Mascoma Wealth Management's Vanguard FTSE Europe ETF position peaked at $27K in Q3 2017.
  • 635 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q1 2024.

Based on Mascoma Wealth Management's 13F filing for Q1 2024, filed 2 May 2024.