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Cedar Brook Financial Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Cedar Brook Financial 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
Q2 		– Sell
-31,820
Closed -$2.59M – 397
2024
Q1 		$2.59M Buy
31,820
+3,010
+10% +$241K 0.51% 49
2023
Q4 		$2.28M Buy
28,810
+1,908
+7% +$141K 0.51% 49
2023
Q3 		$1.92M Buy
26,902
+5,027
+23% +$374K 0.5% 51
2023
Q2 		$1.64M Buy
21,875
+150
+0.7% +$11.3K 0.39% 67
2023
Q1 		$1.6M Buy
21,725
+2,107
+11% +$153K 0.41% 62
2022
Q4 		$1.37M Buy
19,618
+833
+4% +$56.2K 0.38% 67
2022
Q3 		$1.16M Sell
18,785
-2,166
-10% -$148K 0.37% 67
2022
Q2 		$1.44M Buy
20,951
+1,563
+8% +$115K 0.45% 60
2022
Q1 		$1.53M Sell
19,388
-98
-0.5% -$7.81K 0.4% 61
2021
Q4 		$1.67M Buy
19,486
+3,344
+21% +$297K 0.43% 55
2021
Q3 		$1.41M Sell
16,142
-233
-1% -$20.8K 0.42% 62
2021
Q2 		$1.43M Buy
16,375
+987
+6% +$85.2K 0.41% 61
2021
Q1 		$1.27M Buy
15,388
+5,095
+49% +$424K 0.44% 62
2020
Q4 		$838K Buy
10,293
+776
+8% +$59.5K 0.3% 88
2020
Q3 		$685K Buy
9,517
+27
+0.3% +$1.93K 0.27% 104
2020
Q2 		$637K Buy
9,490
+433
+5% +$27.4K 0.28% 105
2020
Q1 		$528K Buy
9,057
+4,078
+82% +$275K 0.29% 102
2019
Q4 		$359K Buy
4,979
+809
+19% +$56K 0.15% 180
2019
Q3 		$278K Sell
4,170
-627
-13% -$41.7K 0.12% 216
2019
Q2 		$326K Buy
4,797
+1,178
+33% +$77.6K 0.15% 194
2019
Q1 		$234K Buy
+3,619
New +$224K 0.11% 239

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Cedar Brook Financial Partners's VIGI Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2024, closing a stake of 31,820 shares — an estimated $2.59M sold.

Cedar Brook Financial Partners first reported a position in VIGI in Q1 2019 and held it in 21 quarters. The position peaked at $2.59M in Q1 2024. 438 funds tracked by Wall St. Rank hold VIGI as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 31,820 Vanguard International Dividend Appreciation ETF shares in Q2 2024, an estimated $2.59M.
  • Cedar Brook Financial Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2019 and held it in 21 quarters.
  • Cedar Brook Financial Partners's Vanguard International Dividend Appreciation ETF position peaked at $2.59M in Q1 2024.
  • 438 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.