Next Financial Group’s Vanguard FTSE Europe ETF VGK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q4
$61K Sell
901
-577
-39% -$39.1K ﹤0.01% 1393
2021
Q3
$97K Buy
1,478
+577
+64% +$39.5K 0.01% 1126
2021
Q2
$61K Buy
901
+767
+572% +$51.8K ﹤0.01% 1305
2021
Q1
$8K Hold
134
﹤0.01% 1970
2020
Q4
$8K Sell
134
-774
-85% -$43.6K ﹤0.01% 1858
2020
Q3
$48K Buy
+908
New +$48.5K 0.01% 1122
2020
Q2
Sell
-890
Closed -$39K 1851
2020
Q1
$39K Sell
890
-89
-9% -$4.71K 0.01% 1070
2019
Q4
$57K Hold
979
0.01% 1142
2019
Q3
$53K Hold
979
0.01% 1133
2019
Q2
$54K Sell
979
-94
-9% -$5.12K 0.01% 1142
2019
Q1
$58K Buy
1,073
+984
+1,106% +$51.4K 0.01% 691
2018
Q4
$4K Sell
89
-550
-86% -$28.3K ﹤0.01% 1627
2018
Q3
$36K Buy
+639
New +$36.2K 0.02% 615
2017
Q4
Sell
-382
Closed -$22K 1377
2017
Q3
$22K Buy
382
+333
+680% +$18.9K 0.01% 947
2017
Q2
$3K Hold
49
﹤0.01% 1686
2017
Q1
$3K Sell
49
-1,323
-96% -$66K ﹤0.01% 1642
2016
Q4
$66K Sell
1,372
-70
-5% -$3.3K 0.01% 842
2016
Q3
$70K Buy
1,442
+1,433
+15,922% +$69K 0.01% 794
2016
Q2
$0 Hold
9
﹤0.01% 1856
2016
Q1
$0 Sell
9
-130
-94% -$6.08K ﹤0.01% 1874
2015
Q4
$6K Hold
139
﹤0.01% 1345
2015
Q3
$6K Buy
+139
New +$7.36K ﹤0.01% 1382
2014
Q4
Sell
-1,073
Closed -$59K 2367
2014
Q3
$59K Buy
1,073
+973
+973% +$56.2K 0.01% 865
2014
Q2
$6K Buy
+100
New +$6.02K ﹤0.01% 888

Other funds holding VGK

Next Financial Group's VGK Position: Q4 2021 in Review

Next Financial Group reduced its Vanguard FTSE Europe ETF (VGK) stake by 39% in Q4 2021, selling an estimated $39.1K and leaving 901 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1393.

Next Financial Group first reported a position in VGK in Q2 2014 and has held it in 24 quarters since. The position peaked at $97K in Q3 2021. 645 funds tracked by Wall St. Rank hold VGK as of Q4 2021.

  • Next Financial Group held 901 shares of Vanguard FTSE Europe ETF worth $61K as of Q4 2021.
  • Next Financial Group sold 577 Vanguard FTSE Europe ETF shares in Q4 2021, an estimated $39.1K.
  • Vanguard FTSE Europe ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1393 holding.
  • Next Financial Group first reported a position in Vanguard FTSE Europe ETF in Q2 2014 and has held it in 24 quarters since.
  • Next Financial Group's Vanguard FTSE Europe ETF position peaked at $97K in Q3 2021.
  • 645 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.