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Altium Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Altium Wealth Management’s Portfolio VIGI Stock Details VIGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-2,574
Closed -$220K – 399
2021
Q4 		$220K Buy
+2,574
New +$229K 0.01% 352

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Altium Wealth Management's VIGI Position: Q1 2022 in Review

Altium Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2022, closing a stake of 2,574 shares — an estimated $220K sold.

Altium Wealth Management first reported a position in VIGI in Q4 2021 and held it in 1 quarter. The position peaked at $220K in Q4 2021. 302 funds tracked by Wall St. Rank hold VIGI as of Q1 2022.

  • Altium Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
  • Altium Wealth Management sold 2,574 Vanguard International Dividend Appreciation ETF shares in Q1 2022, an estimated $220K.
  • Altium Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and held it in 1 quarter.
  • Altium Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $220K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2022.

Based on Altium Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.