CWP
VIGI icon

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

Curated Wealth Partners’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
Q4 		– Sell
-3,400
Closed -$211K – 137
2022
Q3 		$211K Sell
3,400
-800
-19% -$54.7K 0.06% 117
2022
Q2 		$288K Buy
+4,200
New +$308K 0.08% 100

Other funds holding VIGI

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Curated Wealth Partners's VIGI Position: Q4 2022 in Review

Curated Wealth Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2022, closing a stake of 3,400 shares — an estimated $211K sold.

Curated Wealth Partners first reported a position in VIGI in Q2 2022 and held it in 2 quarters. The position peaked at $288K in Q2 2022. 358 funds tracked by Wall St. Rank hold VIGI as of Q4 2022.

  • Curated Wealth Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
  • Curated Wealth Partners sold 3,400 Vanguard International Dividend Appreciation ETF shares in Q4 2022, an estimated $211K.
  • Curated Wealth Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2022 and held it in 2 quarters.
  • Curated Wealth Partners's Vanguard International Dividend Appreciation ETF position peaked at $288K in Q2 2022.
  • 358 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2022.

Based on Curated Wealth Partners's 13F filing for Q4 2022, filed 30 Jan 2023.