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

Selective Wealth Management’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	-6,093	Closed	-$368K	–	110
2023 Q2	$368K	Buy	+6,093	New	+$379K	0.18%	68
2022 Q4	$387K	Buy	6,400 +747	+13%	+$39.4K	0.2%	69
2022 Q3	$261K	Hold	5,653	–	–	0.11%	100
2022 Q2	$299K	Buy	+5,653	New	+$328K	0.11%	109

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

Selective Wealth Management's VGK Position: Q3 2023 in Review

Selective Wealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q3 2023, closing a stake of 6,093 shares — an estimated $368K sold.

Selective Wealth Management first reported a position in VGK in Q2 2022 and held it in 4 quarters. The position peaked at $387K in Q4 2022. 569 funds tracked by Wall St. Rank hold VGK as of Q3 2023.

Selective Wealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q3 2023 after selling out during the quarter.
Selective Wealth Management sold 6,093 Vanguard FTSE Europe ETF shares in Q3 2023, an estimated $368K.
Selective Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q2 2022 and held it in 4 quarters.
Selective Wealth Management's Vanguard FTSE Europe ETF position peaked at $387K in Q4 2022.
569 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2023.

Based on Selective Wealth Management's 13F filing for Q3 2023, filed 10 Oct 2023.