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

Birchcreek 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	-3,521	Closed	-$245K	–	142
2022 Q4	$245K	Sell	3,521 -519	-13%	-$35K	0.22%	111
2022 Q3	$250K	Sell	4,040 -133	-3%	-$9.09K	0.23%	100
2022 Q2	$286K	Sell	4,173 -396	-9%	-$29K	0.26%	89
2022 Q1	$361K	Sell	4,569 -191	-4%	-$15.2K	0.32%	71
2021 Q4	$407K	Sell	4,760 -119	-2%	-$10.6K	0.36%	64
2021 Q3	$426K	Sell	4,879 -286	-6%	-$25.6K	0.4%	59
2021 Q2	$452K	Sell	5,165 -84	-2%	-$7.25K	0.44%	54
2021 Q1	$435K	Sell	5,249 -519	-9%	-$43.2K	0.46%	57
2020 Q4	$469K	Buy	+5,768	New	+$443K	0.46%	52

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

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

Birchcreek Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 3,521 shares — an estimated $245K sold.

Birchcreek Wealth Management first reported a position in VIGI in Q4 2020 and held it in 9 quarters. The position peaked at $469K in Q4 2020. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

Birchcreek Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Birchcreek Wealth Management sold 3,521 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $245K.
Birchcreek Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2020 and held it in 9 quarters.
Birchcreek Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $469K in Q4 2020.
361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on Birchcreek Wealth Management's 13F filing for Q1 2023, filed 2 May 2023.