PWMG
VGK icon

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

Provence Wealth Management Group’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
Q4 		$77.7K Buy
1,205
+7
+0.6% +$419 0.04% 191
2023
Q3 		$69.4K Buy
+1,198
New +$73K 0.04% 186

Other funds holding VGK

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
Charles Schwab
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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CZI
Chan Zuckerberg Initiative Redwood City, California $49.2M AUM 19.47% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Provence Wealth Management Group's VGK Position: Q4 2023 in Review

Provence Wealth Management Group increased its Vanguard FTSE Europe ETF (VGK) stake by 0.58% in Q4 2023, buying an estimated $419 and bringing the position to 1,205 shares worth $77.7K. The position accounts for 0.04% of the portfolio, ranked #191.

Provence Wealth Management Group first reported a position in VGK in Q3 2023 and has held it in 2 quarters since. 626 funds tracked by Wall St. Rank hold VGK as of Q4 2023.

  • Provence Wealth Management Group held 1,205 shares of Vanguard FTSE Europe ETF worth $77.7K as of Q4 2023.
  • Provence Wealth Management Group bought 7 Vanguard FTSE Europe ETF shares in Q4 2023, an estimated $419.
  • Vanguard FTSE Europe ETF made up 0.04% of Provence Wealth Management Group's portfolio in Q4 2023, its #191 holding.
  • Provence Wealth Management Group first reported a position in Vanguard FTSE Europe ETF in Q3 2023 and has held it in 2 quarters since.
  • 626 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2023.

Based on Provence Wealth Management Group's 13F filing for Q4 2023, filed 6 Feb 2024.