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

BNC 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
2020
Q4 		– Sell
-255
Closed -$18K – 447
2020
Q3 		$18K Buy
+255
New +$18.2K 0.01% 242

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BNC Wealth Management's VIGI Position: Q4 2020 in Review

BNC Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2020, closing a stake of 255 shares — an estimated $18K sold.

BNC Wealth Management first reported a position in VIGI in Q3 2020 and held it in 1 quarter. The position peaked at $18K in Q3 2020. 250 funds tracked by Wall St. Rank hold VIGI as of Q4 2020.

  • BNC Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2020 after selling out during the quarter.
  • BNC Wealth Management sold 255 Vanguard International Dividend Appreciation ETF shares in Q4 2020, an estimated $18K.
  • BNC Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2020 and held it in 1 quarter.
  • BNC Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $18K in Q3 2020.
  • 250 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2020.

Based on BNC Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.