WealthShield Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.5M | Buy |
32,240
+12,755
| +65% | +$989K | 0.3% | 94 |
|
2025
Q1 | $1.37M | Buy |
19,485
+17,485
| +874% | +$1.23M | 0.18% | 134 |
|
2024
Q4 | $127K | Sell |
2,000
-725
| -27% | -$46K | 0.02% | 319 |
|
2024
Q3 | $194K | Buy |
2,725
+126
| +5% | +$8.96K | 0.03% | 296 |
|
2024
Q2 | $174K | Sell |
2,599
-925
| -26% | -$61.8K | 0.03% | 285 |
|
2024
Q1 | $237K | Sell |
3,524
-1,021
| -22% | -$68.8K | 0.04% | 254 |
|
2023
Q4 | $293K | Hold |
4,545
| – | – | 0.05% | 242 |
|
2023
Q3 | $263K | Hold |
4,545
| – | – | 0.04% | 267 |
|
2023
Q2 | $282K | Hold |
4,545
| – | – | 0.04% | 260 |
|
2023
Q1 | $277K | Hold |
4,545
| – | – | 0.04% | 261 |
|
2022
Q4 | $252K | Sell |
4,545
-1,433
| -24% | -$79.4K | 0.05% | 257 |
|
2022
Q3 | $276K | Sell |
5,978
-160
| -3% | -$7.39K | 0.05% | 252 |
|
2022
Q2 | $324K | Sell |
6,138
-474
| -7% | -$25K | 0.06% | 240 |
|
2022
Q1 | $412K | Sell |
6,612
-461
| -7% | -$28.7K | 0.07% | 257 |
|
2021
Q4 | $483K | Hold |
7,073
| – | – | 0.08% | 197 |
|
2021
Q3 | $464K | Buy |
+7,073
| New | +$464K | 0.12% | 151 |
|
2021
Q2 | – | Sell |
-7,073
| Closed | -$446K | – | 1148 |
|
2021
Q1 | $446K | Hold |
7,073
| – | – | 0.08% | 166 |
|
2020
Q4 | $427K | Sell |
7,073
-26
| -0.4% | -$1.57K | 0.08% | 192 |
|
2020
Q3 | $372K | Buy |
7,099
+26
| +0.4% | +$1.36K | 0.13% | 167 |
|
2020
Q2 | $356K | Sell |
7,073
-4,571
| -39% | -$230K | 0.16% | 140 |
|
2020
Q1 | $504K | Sell |
11,644
-4,398
| -27% | -$190K | 0.31% | 72 |
|
2019
Q4 | $939K | Hold |
16,042
| – | – | 0.46% | 46 |
|
2019
Q3 | $860K | Hold |
16,042
| – | – | 0.46% | 46 |
|
2019
Q2 | $880K | Sell |
16,042
-1,935
| -11% | -$106K | 0.51% | 43 |
|
2019
Q1 | $963K | Hold |
17,977
| – | – | 0.54% | 44 |
|
2018
Q4 | $874K | Buy |
17,977
+1,410
| +9% | +$68.6K | 0.6% | 36 |
|
2018
Q3 | $935K | Sell |
16,567
-562
| -3% | -$31.7K | 0.53% | 38 |
|
2018
Q2 | $963K | Buy |
17,129
+1,535
| +10% | +$86.3K | 0.59% | 33 |
|
2018
Q1 | $907K | Buy |
15,594
+406
| +3% | +$23.6K | 0.57% | 36 |
|
2017
Q4 | $904K | Buy |
+15,188
| New | +$904K | 0.55% | 35 |
|