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Econ Financial Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Econ Financial Services’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
-4,818
Closed -$335K – 105
2022
Q4 		$335K Buy
4,818
+33
+0.7% +$2.23K 0.34% 48
2022
Q3 		$297K Buy
+4,785
New +$327K 0.24% 64

Other funds holding VIGI

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
Jane Street
Jane Street New York $777B AUM 61.18% 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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
LPL Financial
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Econ Financial Services's VIGI Position: Q1 2023 in Review

Econ Financial Services sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 4,818 shares — an estimated $335K sold.

Econ Financial Services first reported a position in VIGI in Q3 2022 and held it in 2 quarters. The position peaked at $335K in Q4 2022. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

  • Econ Financial Services reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
  • Econ Financial Services sold 4,818 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $335K.
  • Econ Financial Services first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2022 and held it in 2 quarters.
  • Econ Financial Services's Vanguard International Dividend Appreciation ETF position peaked at $335K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on Econ Financial Services's 13F filing for Q1 2023, filed 21 Apr 2023.