Core Wealth Advisors (Florida)’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Core Wealth Advisors (Florida)’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
2023 Q1	–	Sell	-356	Closed	-$24.8K	–	283
2022 Q4	$24.8K	Hold	356	–	–	0.01%	105
2022 Q3	$22K	Hold	356	–	–	0.01%	92
2022 Q2	$24K	Buy	+356	New	+$26.1K	0.01%	98

Other funds holding VIGI

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

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

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

Core Wealth Advisors (Florida)'s VIGI Position: Q1 2023 in Review

Core Wealth Advisors (Florida) sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 356 shares — an estimated $24.8K sold.

Core Wealth Advisors (Florida) first reported a position in VIGI in Q2 2022 and held it in 3 quarters. The position peaked at $24.8K in Q4 2022. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

Core Wealth Advisors (Florida) reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
Core Wealth Advisors (Florida) sold 356 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $24.8K.
Core Wealth Advisors (Florida) first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2022 and held it in 3 quarters.
Core Wealth Advisors (Florida)'s Vanguard International Dividend Appreciation ETF position peaked at $24.8K in Q4 2022.
361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on Core Wealth Advisors (Florida)'s 13F filing for Q1 2023, filed 27 Apr 2023.