SWA
VGK icon

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
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 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 $8.74B AUM 14.62% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return