Carolinas Wealth Consulting’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Carolinas Wealth Consulting’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	-161	Closed	-$14.2K	–	1107
2024 Q3	$14.2K	Buy	+161	New	+$13.7K	﹤0.01%	517
2022 Q3	–	Sell	-262	Closed	-$18K	–	944
2022 Q2	$18K	Hold	262	–	–	﹤0.01%	477
2022 Q1	$21K	Sell	262 -1,191	-82%	-$94.9K	﹤0.01%	477
2021 Q4	$124K	Buy	1,453 +1,153	+384%	+$102K	0.03%	236
2021 Q3	$26K	Hold	300	–	–	0.01%	431
2021 Q2	$26K	Hold	300	–	–	0.01%	460
2021 Q1	$25K	Hold	300	–	–	0.01%	477
2020 Q4	$24K	Sell	300 -631	-68%	-$48.4K	0.01%	458
2020 Q3	$67K	Hold	931	–	–	0.02%	241
2020 Q2	$62K	Sell	931 -107	-10%	-$6.78K	0.02%	182
2020 Q1	$60K	Buy	+1,038	New	+$70.1K	0.03%	123

Other funds holding VIGI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

Carolinas Wealth Consulting's VIGI Position: Q4 2024 in Review

Carolinas Wealth Consulting sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2024, closing a stake of 161 shares — an estimated $14.2K sold.

Carolinas Wealth Consulting first reported a position in VIGI in Q1 2020 and held it in 11 quarters. The position peaked at $124K in Q4 2021. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

Carolinas Wealth Consulting reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Carolinas Wealth Consulting sold 161 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $14.2K.
Carolinas Wealth Consulting first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and held it in 11 quarters.
Carolinas Wealth Consulting's Vanguard International Dividend Appreciation ETF position peaked at $124K in Q4 2021.
491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2024, filed 27 Feb 2025.