Moneta Group Investment Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $509K | Buy |
6,568
+400
| +6% | +$31K | 0.01% | 433 |
|
2025
Q1 | $433K | Buy |
6,168
+161
| +3% | +$11.3K | 0.01% | 448 |
|
2024
Q4 | $381K | Buy |
6,007
+76
| +1% | +$4.82K | 0.01% | 479 |
|
2024
Q3 | $422K | Sell |
5,931
-1,050
| -15% | -$74.7K | 0.01% | 442 |
|
2024
Q2 | $466K | Buy |
6,981
+1,688
| +32% | +$113K | 0.01% | 403 |
|
2024
Q1 | $356K | Buy |
+5,293
| New | +$356K | 0.01% | 439 |
|
2023
Q4 | – | Sell |
-3,754
| Closed | -$217K | – | 582 |
|
2023
Q3 | $217K | Sell |
3,754
-153
| -4% | -$8.86K | ﹤0.01% | 477 |
|
2023
Q2 | $241K | Sell |
3,907
-1,024
| -21% | -$63.2K | 0.01% | 468 |
|
2023
Q1 | $301K | Buy |
+4,931
| New | +$301K | 0.01% | 411 |
|
2022
Q2 | – | Sell |
-3,870
| Closed | -$241K | – | 504 |
|
2022
Q1 | $241K | Buy |
3,870
+1
| +0% | +$62 | 0.01% | 393 |
|
2021
Q4 | $264K | Sell |
3,869
-2
| -0.1% | -$136 | 0.01% | 403 |
|
2021
Q3 | $254K | Buy |
3,871
+214
| +6% | +$14K | 0.01% | 390 |
|
2021
Q2 | $246K | Buy |
3,657
+149
| +4% | +$10K | 0.01% | 401 |
|
2021
Q1 | $221K | Buy |
3,508
+171
| +5% | +$10.8K | 0.01% | 390 |
|
2020
Q4 | $201K | Buy |
+3,337
| New | +$201K | 0.01% | 304 |
|
2019
Q4 | – | Sell |
-13,747
| Closed | -$737K | – | 287 |
|
2019
Q3 | $737K | Buy |
+13,747
| New | +$737K | 0.07% | 140 |
|
2018
Q1 | – | Sell |
-19,250
| Closed | -$923K | – | 716 |
|
2017
Q4 | $923K | Hold |
19,250
| – | – | 0.14% | 75 |
|
2017
Q3 | $1.12M | Buy |
+19,250
| New | +$1.12M | 0.17% | 61 |
|