Westbourne Investment Advisors’s Vanguard FTSE Europe ETF VGK Stock Holding History

Westbourne Investment Advisors’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
2018 Q4	–	Sell	-1,085	Closed	-$61K	–	153
2018 Q3	$61K	Buy	+1,085	New	+$61.5K	0.04%	147
2018 Q2	–	Sell	-4,610	Closed	-$268K	–	100
2018 Q1	$268K	Sell	4,610 -1,400	-23%	-$83.9K	0.21%	91
2017 Q4	$355K	Hold	6,010	–	–	0.27%	86
2017 Q3	$351K	Sell	6,010 -320	-5%	-$18.2K	0.27%	77
2017 Q2	$349K	Buy	6,330 +1,725	+37%	+$94K	0.28%	78
2017 Q1	$237K	Sell	4,605 -130	-3%	-$6.49K	0.2%	97
2016 Q4	$227K	Sell	4,735 -1,970	-29%	-$92.8K	0.2%	92
2016 Q3	$327K	Buy	6,705 +1,995	+42%	+$96K	0.29%	82
2016 Q2	$220K	Buy	+4,710	New	+$229K	0.2%	96

Other funds holding VGK

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Westbourne Investment Advisors's VGK Position: Q4 2018 in Review

Westbourne Investment Advisors sold out of Vanguard FTSE Europe ETF (VGK) in Q4 2018, closing a stake of 1,085 shares — an estimated $61K sold.

Westbourne Investment Advisors first reported a position in VGK in Q2 2016 and held it in 9 quarters. The position peaked at $355K in Q4 2017. 520 funds tracked by Wall St. Rank hold VGK as of Q4 2018.

Westbourne Investment Advisors reported no remaining Vanguard FTSE Europe ETF position as of Q4 2018 after selling out during the quarter.
Westbourne Investment Advisors sold 1,085 Vanguard FTSE Europe ETF shares in Q4 2018, an estimated $61K.
Westbourne Investment Advisors first reported a position in Vanguard FTSE Europe ETF in Q2 2016 and held it in 9 quarters.
Westbourne Investment Advisors's Vanguard FTSE Europe ETF position peaked at $355K in Q4 2017.
520 funds tracked by Wall St. Rank held Vanguard FTSE Europe ETF as of Q4 2018.

Based on Westbourne Investment Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.