Wealthspire Advisors (Maryland)’s Vanguard FTSE Europe ETF VGK Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$314K	Buy	+5,983	New	+$320K	0.01%	337
2019 Q2	–	Sell	-1,923	Closed	-$103K	–	1981
2019 Q1	$103K	Hold	1,923	–	–	0.01%	630
2018 Q4	$93K	Sell	1,923 -375	-16%	-$19.3K	0.01%	631
2018 Q3	$129K	Sell	2,298 -465	-17%	-$26.3K	0.01%	591
2018 Q2	$155K	Sell	2,763 -648	-19%	-$38.1K	0.01%	542
2018 Q1	$198K	Buy	3,411 +593	+21%	+$35.5K	0.02%	474
2017 Q4	$167K	Buy	2,818 +1,832	+186%	+$107K	0.02%	552
2017 Q3	$58K	Hold	986	–	–	0.01%	919
2017 Q2	$54K	Buy	986 +638	+183%	+$34.8K	0.01%	926
2017 Q1	$18K	Sell	348 -2,827	-89%	-$141K	﹤0.01%	1129
2016 Q4	$152K	Hold	3,175	–	–	0.02%	449
2016 Q3	$155K	Hold	3,175	–	–	0.02%	455
2016 Q2	$148K	Sell	3,175 -548	-15%	-$26.6K	0.02%	447
2016 Q1	$181K	Buy	3,723 +548	+17%	+$25.6K	0.03%	390
2015 Q4	$158K	Buy	+3,175	New	+$162K	0.03%	423

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

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

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s VGK Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Vanguard FTSE Europe ETF (VGK) in Q3 2020: 5,983 shares worth $314K. The stake represents 0.01% of the portfolio and ranks #337 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in VGK as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in VGK in Q4 2015 and has held it in 15 quarters since. 465 funds tracked by Wall St. Rank hold VGK as of Q3 2020.

Wealthspire Advisors (Maryland) held 5,983 shares of Vanguard FTSE Europe ETF worth $314K as of Q3 2020.
Vanguard FTSE Europe ETF was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Vanguard FTSE Europe ETF made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #337 holding.
Wealthspire Advisors (Maryland) first reported a position in Vanguard FTSE Europe ETF in Q4 2015 and has held it in 15 quarters since.
465 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.