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

Doyle Wealth Management’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	-3,263	Closed	-$258K	–	249
2022 Q1	$258K	Sell	3,263 -24	-0.7%	-$1.91K	0.02%	211
2021 Q4	$281K	Buy	3,287 +98	+3%	+$8.71K	0.02%	192
2021 Q3	$278K	Buy	3,189 +2	+0.1%	+$179	0.02%	190
2021 Q2	$279K	Buy	3,187 +8	+0.3%	+$691	0.02%	187
2021 Q1	$263K	Sell	3,179 -956	-23%	-$79.6K	0.03%	186
2020 Q4	$337K	Sell	4,135 -273	-6%	-$20.9K	0.03%	161
2020 Q3	$317K	Sell	4,408 -65	-1%	-$4.64K	0.04%	147
2020 Q2	$300K	Sell	4,473 -39	-0.9%	-$2.47K	0.04%	143
2020 Q1	$263K	Sell	4,512 -141	-3%	-$9.53K	0.04%	148
2019 Q4	$335K	Buy	+4,653	New	+$322K	0.04%	149
2019 Q3	–	Sell	-125	Closed	-$9K	–	737
2019 Q2	$9K	Buy	+125	New	+$8.23K	﹤0.01%	652
2019 Q1	–	Sell	-325	Closed	-$19K	–	729
2018 Q4	$19K	Buy	+325	New	+$19.3K	﹤0.01%	523

Other funds holding VIGI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Doyle Wealth Management's VIGI Position: Q2 2022 in Review

Doyle Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2022, closing a stake of 3,263 shares — an estimated $258K sold.

Doyle Wealth Management first reported a position in VIGI in Q4 2018 and held it in 12 quarters. The position peaked at $337K in Q4 2020. 304 funds tracked by Wall St. Rank hold VIGI as of Q2 2022.

Doyle Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Doyle Wealth Management sold 3,263 Vanguard International Dividend Appreciation ETF shares in Q2 2022, an estimated $258K.
Doyle Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and held it in 12 quarters.
Doyle Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $337K in Q4 2020.
304 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2022.

Based on Doyle Wealth Management's 13F filing for Q2 2022, filed 10 Aug 2022.