MWM
MinichMacGregor Wealth Management’s Vanguard FTSE Europe ETF VGK Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $14M | Buy |
+180,781
| New | +$14M | 3% | 7 |
|
|
2023
Q1 | – | Sell |
-196
| Closed | -$10.9K | – | 629 |
|
|
2022
Q4 | $10.9K | Buy |
+196
| New | +$10.9K | ﹤0.01% | 398 |
|
|
2022
Q2 | – | Sell |
-138,382
| Closed | -$8.62M | – | 100 |
|
|
2022
Q1 | $8.62M | Sell |
138,382
-131
| -0.1% | -$8.16K | 2.76% | 14 |
|
|
2021
Q4 | $9.45M | Buy |
138,513
+3,042
| +2% | +$208K | 2.88% | 14 |
|
|
2021
Q3 | $8.89M | Buy |
+135,471
| New | +$8.89M | 2.99% | 14 |
|
|
2020
Q2 | – | Sell |
-56,496
| Closed | -$2.47M | – | 116 |
|
|
2020
Q1 | $2.47M | Buy |
+56,496
| New | +$2.47M | 2.21% | 5 |
|
|
2019
Q1 | – | Sell |
-53,970
| Closed | -$3.15M | – | 113 |
|
|
2018
Q4 | $3.15M | Buy |
+53,970
| New | +$3.15M | 2.15% | 6 |
|
|
2017
Q1 | – | Sell |
-100
| Closed | -$4K | – | 508 |
|
|
2016
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 355 |
|
|
2016
Q3 | $4K | Hold |
100
| – | – | ﹤0.01% | 349 |
|
|
2016
Q2 | $4K | Hold |
100
| – | – | ﹤0.01% | 345 |
|
|
2016
Q1 | $4K | Buy |
+100
| New | +$4K | ﹤0.01% | 332 |
|