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

CIC Wealth’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
Q3 		$1.19M Buy
13,513
+947
+8% +$80.4K 0.31% 66
2024
Q2 		$1.02M Buy
12,566
+891
+8% +$71.5K 0.28% 69
2024
Q1 		$952K Buy
11,675
+560
+5% +$44.9K 0.28% 70
2023
Q4 		$882K Buy
11,115
+760
+7% +$56K 0.28% 73
2023
Q3 		$739K Buy
10,355
+5,765
+126% +$429K 0.26% 73
2023
Q2 		$345K Buy
+4,590
New +$345K 0.12% 102

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

CIC Wealth's VIGI Position: Q3 2024 in Review

CIC Wealth increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 7.5% in Q3 2024, buying an estimated $80.4K and bringing the position to 13,513 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #66.

CIC Wealth first reported a position in VIGI in Q2 2023 and has held it in 6 quarters since. 464 funds tracked by Wall St. Rank hold VIGI as of Q3 2024.

  • CIC Wealth held 13,513 shares of Vanguard International Dividend Appreciation ETF worth $1.19M as of Q3 2024.
  • CIC Wealth bought 947 Vanguard International Dividend Appreciation ETF shares in Q3 2024, an estimated $80.4K.
  • Vanguard International Dividend Appreciation ETF made up 0.31% of CIC Wealth's portfolio in Q3 2024, its #66 holding.
  • CIC Wealth first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2023 and has held it in 6 quarters since.
  • 464 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.