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Atlanta Financial Associates’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Atlanta Financial Associates’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
2021
Q1 		$754K Hold
9,264
– – 0.35% 29
2020
Q4 		$754K Sell
9,264
-512
-5% -$39.3K 0.35% 29
2020
Q3 		$704K Sell
9,776
-984
-9% -$70.2K 0.36% 26
2020
Q2 		$722K Sell
10,760
-503
-4% -$31.9K 0.4% 21
2020
Q1 		$657K Buy
+11,263
New +$761K 0.52% 18

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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $411M AUM 26.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Atlanta Financial Associates's VIGI Position: Q1 2021 in Review

Atlanta Financial Associates held its Vanguard International Dividend Appreciation ETF (VIGI) position steady in Q1 2021 at 9,264 shares worth $754K. The position accounts for 0.35% of the portfolio, ranked #29.

Atlanta Financial Associates first reported a position in VIGI in Q1 2020 and has held it in 5 quarters since. 267 funds tracked by Wall St. Rank hold VIGI as of Q1 2021.

  • Atlanta Financial Associates held 9,264 shares of Vanguard International Dividend Appreciation ETF worth $754K as of Q1 2021.
  • Atlanta Financial Associates left its Vanguard International Dividend Appreciation ETF share count unchanged in Q1 2021.
  • Vanguard International Dividend Appreciation ETF made up 0.35% of Atlanta Financial Associates's portfolio in Q1 2021, its #29 holding.
  • Atlanta Financial Associates first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and has held it in 5 quarters since.
  • 267 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2021.

Based on Atlanta Financial Associates's 13F filing for Q1 2021, filed 19 May 2021.