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Capasso Planning Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Capasso Planning Partners’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
Q4 		– Sell
-2,592
Closed -$229K – 151
2024
Q3 		$229K Sell
2,592
-1,755
-40% -$149K 0.07% 140
2024
Q2 		$353K Buy
+4,347
New +$349K 0.11% 106

Other funds holding VIGI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Capasso Planning Partners's VIGI Position: Q4 2024 in Review

Capasso Planning Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2024, closing a stake of 2,592 shares — an estimated $229K sold.

Capasso Planning Partners first reported a position in VIGI in Q2 2024 and held it in 2 quarters. The position peaked at $353K in Q2 2024. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

  • Capasso Planning Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Capasso Planning Partners sold 2,592 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $229K.
  • Capasso Planning Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2024 and held it in 2 quarters.
  • Capasso Planning Partners's Vanguard International Dividend Appreciation ETF position peaked at $353K in Q2 2024.
  • 491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Capasso Planning Partners's 13F filing for Q4 2024, filed 10 Feb 2025.