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

Cassady Schiller 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
2024 Q4	$52K	Hold	650	–	–	0.02%	201
2024 Q3	$57.4K	Hold	650	–	–	0.02%	194
2024 Q2	$52.8K	Hold	650	–	–	0.02%	193
2024 Q1	$53K	Hold	650	–	–	0.02%	205
2023 Q4	$51.6K	Hold	650	–	–	0.03%	198
2023 Q3	$46.4K	Hold	650	–	–	0.03%	198
2023 Q2	$48.8K	Hold	650	–	–	0.03%	200
2023 Q1	$47.9K	Hold	650	–	–	0.02%	204
2022 Q4	$45.3K	Buy	+650	New	+$43.8K	0.03%	203
2022 Q1	–	Sell	-650	Closed	-$56K	–	581
2021 Q4	$56K	Buy	+650	New	+$57.7K	0.03%	191

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

Cassady Schiller Wealth Management's VIGI Position: Q4 2024 in Review

Cassady Schiller Wealth Management held its Vanguard International Dividend Appreciation ETF (VIGI) position steady in Q4 2024 at 650 shares worth $52K. The position accounts for 0.02% of the portfolio, ranked #201.

Cassady Schiller Wealth Management first reported a position in VIGI in Q4 2021 and has held it in 10 quarters since. The position peaked at $57.4K in Q3 2024. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

Cassady Schiller Wealth Management held 650 shares of Vanguard International Dividend Appreciation ETF worth $52K as of Q4 2024.
Cassady Schiller Wealth Management left its Vanguard International Dividend Appreciation ETF share count unchanged in Q4 2024.
Vanguard International Dividend Appreciation ETF made up 0.02% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #201 holding.
Cassady Schiller Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and has held it in 10 quarters since.
Cassady Schiller Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $57.4K in Q3 2024.
491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.