Aspen Wealth Strategies’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Aspen Wealth Strategies’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
2025 Q2	–	Sell	-3,008	Closed	-$249K	–	90
2025 Q1	$249K	Sell	3,008 -159	-5%	-$13.2K	0.16%	74
2024 Q4	$253K	Buy	3,167 +309	+11%	+$25.9K	0.16%	69
2024 Q3	$252K	Buy	2,858 +109	+4%	+$9.25K	0.16%	76
2024 Q2	$232K	Sell	2,749 -717	-21%	-$57.6K	0.16%	70
2024 Q1	$283K	Sell	3,466 -16,437	-83%	-$1.32M	0.2%	62
2023 Q4	$1.58M	Sell	19,903 -132,829	-87%	-$9.79M	1.15%	17
2023 Q3	$10.9M	Buy	152,732 +4,815	+3%	+$358K	8.5%	2
2023 Q2	$11.1M	Sell	147,917 -1,672	-1%	-$126K	8.44%	2
2023 Q1	$11M	Buy	149,589 +15,065	+11%	+$1.09M	8.55%	2
2022 Q4	$9.37M	Buy	+134,524	New	+$9.07M	7.5%	4

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Aspen Wealth Strategies's VIGI Position: Q2 2025 in Review

Aspen Wealth Strategies sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2025, closing a stake of 3,008 shares — an estimated $249K sold.

Aspen Wealth Strategies first reported a position in VIGI in Q4 2022 and held it in 10 quarters. The position peaked at $11.1M in Q2 2023. 533 funds tracked by Wall St. Rank hold VIGI as of Q2 2025.

Aspen Wealth Strategies reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Aspen Wealth Strategies sold 3,008 Vanguard International Dividend Appreciation ETF shares in Q2 2025, an estimated $249K.
Aspen Wealth Strategies first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 10 quarters.
Aspen Wealth Strategies's Vanguard International Dividend Appreciation ETF position peaked at $11.1M in Q2 2023.
533 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2025.

Based on Aspen Wealth Strategies's 13F filing for Q2 2025, filed 7 Aug 2025.