Milestone Advisory Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History

Milestone Advisory 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
2023 Q3	$233K	Hold	4,019	–	–	0.19%	62
2023 Q2	$248K	Hold	4,019	–	–	0.22%	57
2023 Q1	$245K	Buy	4,019 +300	+8%	+$17.9K	0.23%	59
2022 Q4	$206K	Buy	+3,719	New	+$196K	0.15%	70
2022 Q2	–	Sell	-3,719	Closed	-$232K	–	83
2022 Q1	$232K	Hold	3,719	–	–	0.13%	78
2021 Q4	$254K	Hold	3,719	–	–	0.13%	79
2021 Q3	$244K	Sell	3,719 -1,502	-29%	-$103K	0.14%	75
2021 Q2	$351K	Buy	+5,221	New	+$352K	0.19%	57

Other funds holding VGK

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

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

Jane Street New York $777B AUM 61.18% 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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

BTI

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Milestone Advisory Partners's VGK Position: Q3 2023 in Review

Milestone Advisory Partners held its Vanguard FTSE Europe ETF (VGK) position steady in Q3 2023 at 4,019 shares worth $233K. The position accounts for 0.19% of the portfolio, ranked #62.

Milestone Advisory Partners first reported a position in VGK in Q2 2021 and has held it in 8 quarters since. The position peaked at $351K in Q2 2021. 569 funds tracked by Wall St. Rank hold VGK as of Q3 2023.

Milestone Advisory Partners held 4,019 shares of Vanguard FTSE Europe ETF worth $233K as of Q3 2023.
Milestone Advisory Partners left its Vanguard FTSE Europe ETF share count unchanged in Q3 2023.
Vanguard FTSE Europe ETF made up 0.19% of Milestone Advisory Partners's portfolio in Q3 2023, its #62 holding.
Milestone Advisory Partners first reported a position in Vanguard FTSE Europe ETF in Q2 2021 and has held it in 8 quarters since.
Milestone Advisory Partners's Vanguard FTSE Europe ETF position peaked at $351K in Q2 2021.
569 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2023.

Based on Milestone Advisory Partners's 13F filing for Q3 2023, filed 8 Nov 2023.