Welch Investments’s Vanguard FTSE Europe ETF VGK Stock Holding History

Welch Investments’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
2017 Q4	–	Sell	-2,706	Closed	-$158K	–	55
2017 Q3	$158K	Sell	2,706 -1,768	-40%	-$100K	0.11%	42
2017 Q2	$247K	Sell	4,474 -243	-5%	-$13.2K	0.18%	39
2017 Q1	$243K	Sell	4,717 -1,145	-20%	-$57.1K	0.19%	38
2016 Q4	$281K	Buy	+5,862	New	+$276K	0.25%	35

Other funds holding VGK

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

Welch Investments's VGK Position: Q4 2017 in Review

Welch Investments sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2017, closing a stake of 2,706 shares — an estimated $158K sold.

Welch Investments first reported a position in VGK in Q4 2016 and held it in 4 quarters. The position peaked at $281K in Q4 2016. 562 funds tracked by Wall St. Rank hold VGK as of Q4 2017.

Welch Investments reported no remaining Vanguard FTSE Europe ETF position as of Q4 2017 after selling out during the quarter.
Welch Investments sold 2,706 Vanguard FTSE Europe ETF shares in Q4 2017, an estimated $158K.
Welch Investments first reported a position in Vanguard FTSE Europe ETF in Q4 2016 and held it in 4 quarters.
Welch Investments's Vanguard FTSE Europe ETF position peaked at $281K in Q4 2016.
562 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2017.

Based on Welch Investments's 13F filing for Q4 2017, filed 30 Jan 2018.