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

Sugarloaf 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
2024
Q4 		$35.4K Buy
558
+4
+0.7% +$267 0.01% 337
2024
Q3 		$39.4K Hold
554
– – 0.01% 330
2024
Q2 		$37K Buy
554
+5
+0.9% +$339 0.01% 324
2024
Q1 		$37K Buy
549
+299
+120% +$19.4K 0.01% 327
2023
Q4 		$16.1K Hold
250
– – ﹤0.01% 426
2023
Q3 		$14.5K Hold
250
– – ﹤0.01% 422
2023
Q2 		$15.4K Hold
250
– – ﹤0.01% 424
2023
Q1 		$15.2K Hold
250
– – ﹤0.01% 425
2022
Q4 		$13.9K Hold
250
– – ﹤0.01% 454
2022
Q3 		$12K Hold
250
– – ﹤0.01% 503
2022
Q2 		$13K Hold
250
– – ﹤0.01% 487
2022
Q1 		$16K Hold
250
– – ﹤0.01% 441
2021
Q4 		$17K Hold
250
– – ﹤0.01% 452
2021
Q3 		$16K Hold
250
– – ﹤0.01% 472
2021
Q2 		$17K Hold
250
– – ﹤0.01% 444
2021
Q1 		$16 Hold
250
– – ﹤0.01% 452
2020
Q4 		$15K Hold
250
– – 0.01% 437
2020
Q3 		$13K Hold
250
– – ﹤0.01% 428
2020
Q2 		$13K Hold
250
– – 0.01% 418
2020
Q1 		$11K Sell
250
-49
-16% -$2.6K ﹤0.01% 424
2019
Q4 		$18K Buy
+299
New +$16.7K 0.01% 390

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
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 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 $295B AUM 31.6% 1-Year Est. Return

Sugarloaf Wealth Management's VGK Position: Q4 2024 in Review

Sugarloaf Wealth Management increased its Vanguard FTSE Europe ETF (VGK) stake by 0.72% in Q4 2024, buying an estimated $267 and bringing the position to 558 shares worth $35.4K. The position accounts for 0.01% of the portfolio, ranked #337.

Sugarloaf Wealth Management first reported a position in VGK in Q4 2019 and has held it in 21 quarters since. The position peaked at $39.4K in Q3 2024. 636 funds tracked by Wall St. Rank hold VGK as of Q4 2024.

  • Sugarloaf Wealth Management held 558 shares of Vanguard FTSE Europe ETF worth $35.4K as of Q4 2024.
  • Sugarloaf Wealth Management bought 4 Vanguard FTSE Europe ETF shares in Q4 2024, an estimated $267.
  • Vanguard FTSE Europe ETF made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #337 holding.
  • Sugarloaf Wealth Management first reported a position in Vanguard FTSE Europe ETF in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's Vanguard FTSE Europe ETF position peaked at $39.4K in Q3 2024.
  • 636 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.