Sax Wealth Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Sax Wealth Advisors’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	–	Sell	-3,679	Closed	-$227K	–	187
2023 Q2	$227K	Hold	3,679	–	–	0.05%	155
2023 Q1	$224K	Hold	3,679	–	–	0.05%	160
2022 Q4	$204K	Buy	+3,679	New	+$194K	0.05%	157
2022 Q2	–	Sell	-3,679	Closed	-$229K	–	179
2022 Q1	$229K	Hold	3,679	–	–	0.06%	155
2021 Q4	$251K	Sell	3,679 -1,193	-24%	-$80.8K	0.05%	156
2021 Q3	$320K	Sell	4,872 -41	-0.8%	-$2.81K	0.08%	128
2021 Q2	$330K	Hold	4,913	–	–	0.11%	116
2021 Q1	$310K	Hold	4,913	–	–	0.11%	112
2020 Q4	$296K	Buy	+4,913	New	+$277K	0.14%	100

Other funds holding VGK

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

BTI

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sax Wealth Advisors's VGK Position: Q3 2023 in Review

Sax Wealth Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2023, closing a stake of 3,679 shares — an estimated $227K sold.

Sax Wealth Advisors first reported a position in VGK in Q4 2020 and held it in 9 quarters. The position peaked at $330K in Q2 2021. 569 funds tracked by Wall St. Rank hold VGK as of Q3 2023.

Sax Wealth Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q3 2023 after selling out during the quarter.
Sax Wealth Advisors sold 3,679 Vanguard FTSE Europe ETF shares in Q3 2023, an estimated $227K.
Sax Wealth Advisors first reported a position in Vanguard FTSE Europe ETF in Q4 2020 and held it in 9 quarters.
Sax Wealth Advisors's Vanguard FTSE Europe ETF position peaked at $330K in Q2 2021.
569 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2023.

Based on Sax Wealth Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.