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

BerganKDV 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
2023 Q1	–	Sell	-31	Closed	-$2.13K	–	1119
2022 Q4	$2.13K	Buy	31 +1	+3%	+$67	﹤0.01%	789
2022 Q3	$2K	Hold	30	–	–	﹤0.01%	839
2022 Q2	$2K	Hold	30	–	–	﹤0.01%	857
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	881
2021 Q4	$3K	Buy	30 +2	+7%	+$178	﹤0.01%	882
2021 Q3	$2K	Hold	28	–	–	﹤0.01%	917
2021 Q2	$2K	Hold	28	–	–	﹤0.01%	856
2021 Q1	$2K	Buy	+28	New	+$2.33K	﹤0.01%	812

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ECG

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

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

CCWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

BerganKDV Wealth Management's VIGI Position: Q1 2023 in Review

BerganKDV Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 31 shares — an estimated $2.13K sold.

BerganKDV Wealth Management first reported a position in VIGI in Q1 2021 and held it in 8 quarters. The position peaked at $3K in Q4 2021. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

BerganKDV Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 31 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $2.13K.
BerganKDV Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2021 and held it in 8 quarters.
BerganKDV Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $3K in Q4 2021.
361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on BerganKDV Wealth Management's 13F filing for Q1 2023, filed 27 Apr 2023.