YorkBridge Wealth Partners’s Vanguard FTSE Europe ETF VGK Stock Holding History

YorkBridge Wealth Partners’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
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%	+$28.4K	0.07%	213
2017 Q2	$107K	Hold	1,933	–	–	0.06%	258
2017 Q1	$105K	Sell	1,933 -2,168	-53%	-$108K	0.05%	251
2016 Q4	$189K	Buy	+4,101	New	+$193K	0.11%	159

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JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Asset Management One

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

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

Thrivent Financial for Lutherans

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

Bank of America

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return