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

Sheets Smith 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 Q4	–	Sell	-1,508	Closed	-$87.4K	–	495
2023 Q3	$87.4K	Buy	+1,508	New	+$91.9K	0.01%	361
2020 Q1	–	Sell	-4,717	Closed	-$276K	–	328
2019 Q4	$276K	Buy	+4,717	New	+$264K	0.05%	279
2016 Q1	–	Sell	-5,067	Closed	-$253K	–	263
2015 Q4	$253K	Buy	5,067 +2	+0%	+$102	0.08%	198
2015 Q3	$249K	Buy	5,065 +3	+0.1%	+$159	0.08%	177
2015 Q2	$273K	Buy	+5,062	New	+$286K	0.07%	199

Other funds holding VGK

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

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

Morgan Stanley New York $1.89T AUM 35.08% 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

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

CZI

Chan Zuckerberg Initiative Redwood City, California $58.5M AUM 31.79% 1-Year Est. Return

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

Sheets Smith Wealth Management's VGK Position: Q4 2023 in Review

Sheets Smith Wealth Management sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2023, closing a stake of 1,508 shares — an estimated $87.4K sold.

Sheets Smith Wealth Management first reported a position in VGK in Q2 2015 and held it in 5 quarters. The position peaked at $276K in Q4 2019. 626 funds tracked by Wall St. Rank hold VGK as of Q4 2023.

Sheets Smith Wealth Management reported no remaining Vanguard FTSE Europe ETF position as of Q4 2023 after selling out during the quarter.
Sheets Smith Wealth Management sold 1,508 Vanguard FTSE Europe ETF shares in Q4 2023, an estimated $87.4K.
Sheets Smith Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q2 2015 and held it in 5 quarters.
Sheets Smith Wealth Management's Vanguard FTSE Europe ETF position peaked at $276K in Q4 2019.
626 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2023.

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