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Amplius Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Amplius Wealth Advisors’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
-251
Closed -$21K – 881
2021
Q4 		$21K Buy
+251
New +$22.3K ﹤0.01% 466

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

Amplius Wealth Advisors's VIGI Position: Q1 2022 in Review

Amplius Wealth Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2022, closing a stake of 251 shares — an estimated $21K sold.

Amplius Wealth Advisors first reported a position in VIGI in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 302 funds tracked by Wall St. Rank hold VIGI as of Q1 2022.

  • Amplius Wealth Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2022 after selling out during the quarter.
  • Amplius Wealth Advisors sold 251 Vanguard International Dividend Appreciation ETF shares in Q1 2022, an estimated $21K.
  • Amplius Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and held it in 1 quarter.
  • Amplius Wealth Advisors's Vanguard International Dividend Appreciation ETF position peaked at $21K in Q4 2021.
  • 302 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2022.

Based on Amplius Wealth Advisors's 13F filing for Q1 2022, filed 9 May 2022.