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

Aspire 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
2024 Q3	$427K	Buy	4,837 +75	+2%	+$6.37K	0.23%	70
2024 Q2	$387K	Sell	4,762 -1,095	-19%	-$87.9K	0.22%	73
2024 Q1	$478K	Sell	5,857 -1,848	-24%	-$148K	0.29%	58
2023 Q4	$611K	Sell	7,705 -183	-2%	-$13.5K	0.42%	48
2023 Q3	$563K	Buy	7,888 +2,436	+45%	+$181K	0.43%	48
2023 Q2	$409K	Buy	5,452 +998	+22%	+$75.1K	0.31%	59
2023 Q1	$328K	Buy	4,454 +1,978	+80%	+$143K	0.27%	64
2022 Q4	$172K	Sell	2,476 -123	-5%	-$8.29K	0.15%	88
2022 Q3	$161K	Buy	2,599 +967	+59%	+$66.1K	0.15%	85
2022 Q2	$112K	Buy	+1,632	New	+$120K	0.1%	98

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

PPW

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

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Aspire Wealth Management's VIGI Position: Q3 2024 in Review

Aspire Wealth Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 1.6% in Q3 2024, buying an estimated $6.37K and bringing the position to 4,837 shares worth $427K. The position accounts for 0.23% of the portfolio, ranked #70.

Aspire Wealth Management first reported a position in VIGI in Q2 2022 and has held it in 10 quarters since. The position peaked at $611K in Q4 2023. 464 funds tracked by Wall St. Rank hold VIGI as of Q3 2024.

Aspire Wealth Management held 4,837 shares of Vanguard International Dividend Appreciation ETF worth $427K as of Q3 2024.
Aspire Wealth Management bought 75 Vanguard International Dividend Appreciation ETF shares in Q3 2024, an estimated $6.37K.
Vanguard International Dividend Appreciation ETF made up 0.23% of Aspire Wealth Management's portfolio in Q3 2024, its #70 holding.
Aspire Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2022 and has held it in 10 quarters since.
Aspire Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $611K in Q4 2023.
464 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2024.

Based on Aspire Wealth Management's 13F filing for Q3 2024, filed 31 Oct 2024.