Clear Perspectives Financial Planning’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Clear Perspectives Financial Planning’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
2022 Q2	–	Sell	-670	Closed	-$53K	–	230
2022 Q1	$53K	Sell	670 -600	-47%	-$47.8K	0.02%	93
2021 Q4	$108K	Sell	1,270 -25	-2%	-$2.22K	0.04%	77
2021 Q3	$113K	Sell	1,295 -230	-15%	-$20.6K	0.05%	71
2021 Q2	$133K	Sell	1,525 -549	-26%	-$47.4K	0.06%	68
2021 Q1	$172K	Buy	2,074 +1,024	+98%	+$85.3K	0.1%	57
2020 Q4	$85K	Buy	+1,050	New	+$80.6K	0.05%	68

Other funds holding VIGI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

Clear Perspectives Financial Planning's VIGI Position: Q2 2022 in Review

Clear Perspectives Financial Planning sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2022, closing a stake of 670 shares — an estimated $53K sold.

Clear Perspectives Financial Planning first reported a position in VIGI in Q4 2020 and held it in 6 quarters. The position peaked at $172K in Q1 2021. 304 funds tracked by Wall St. Rank hold VIGI as of Q2 2022.

Clear Perspectives Financial Planning reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Clear Perspectives Financial Planning sold 670 Vanguard International Dividend Appreciation ETF shares in Q2 2022, an estimated $53K.
Clear Perspectives Financial Planning first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2020 and held it in 6 quarters.
Clear Perspectives Financial Planning's Vanguard International Dividend Appreciation ETF position peaked at $172K in Q1 2021.
304 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q2 2022, filed 11 Aug 2022.