YorkBridge Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-1,894
| Closed | -$104K | – | 629 |
|
|
2019
Q2 | $104K | Hold |
1,894
| – | – | 0.05% | 279 |
|
|
2019
Q1 | $102K | Hold |
1,894
| – | – | 0.05% | 272 |
|
|
2018
Q4 | $92K | Hold |
1,894
| – | – | 0.05% | 261 |
|
|
2018
Q3 | $107K | Sell |
1,894
-539
| -22% | -$30.5K | 0.05% | 273 |
|
|
2018
Q2 | $137K | Hold |
2,433
| – | – | 0.06% | 235 |
|
|
2018
Q1 | $145K | Hold |
2,433
| – | – | 0.07% | 217 |
|
|
2017
Q4 | $142K | Hold |
2,433
| – | – | 0.07% | 220 |
|
|
2017
Q3 | $142K | Buy |
2,433
+500
| +26% | +$29.2K | 0.07% | 213 |
|
|
2017
Q2 | $107K | Hold |
1,933
| – | – | 0.06% | 258 |
|
|
2017
Q1 | $105K | Sell |
1,933
-2,168
| -53% | -$118K | 0.05% | 251 |
|
|
2016
Q4 | $189K | Buy |
+4,101
| New | +$189K | 0.11% | 159 |
|