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Clear Perspective Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Clear Perspective Advisors’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
2017
Q3 		– Sell
-300
Closed -$19K – 517
2017
Q2 		$19K Buy
+300
New +$18.2K 0.02% 293

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EA
Edge Advisors Atlanta, Georgia $1.12B AUM 9.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
BL
BFSG LLC Irvine, California $1.06B AUM 26.05% 1-Year Est. Return

Clear Perspective Advisors's VIGI Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2017, closing a stake of 300 shares — an estimated $19K sold.

Clear Perspective Advisors first reported a position in VIGI in Q2 2017 and held it in 1 quarter. The position peaked at $19K in Q2 2017. 56 funds tracked by Wall St. Rank hold VIGI as of Q3 2017.

  • Clear Perspective Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2017 after selling out during the quarter.
  • Clear Perspective Advisors sold 300 Vanguard International Dividend Appreciation ETF shares in Q3 2017, an estimated $19K.
  • Clear Perspective Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2017 and held it in 1 quarter.
  • Clear Perspective Advisors's Vanguard International Dividend Appreciation ETF position peaked at $19K in Q2 2017.
  • 56 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.