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

Certus 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
Q1 		– Sell
-2,548
Closed -$202K – 57
2023
Q4 		$202K Buy
+2,548
New +$188K 0.17% 54

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
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Certus Wealth Management's VIGI Position: Q1 2024 in Review

Certus Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2024, closing a stake of 2,548 shares — an estimated $202K sold.

Certus Wealth Management first reported a position in VIGI in Q4 2023 and held it in 1 quarter. The position peaked at $202K in Q4 2023. 435 funds tracked by Wall St. Rank hold VIGI as of Q1 2024.

  • Certus Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Certus Wealth Management sold 2,548 Vanguard International Dividend Appreciation ETF shares in Q1 2024, an estimated $202K.
  • Certus Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2023 and held it in 1 quarter.
  • Certus Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $202K in Q4 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2024.

Based on Certus Wealth Management's 13F filing for Q1 2024, filed 6 May 2024.