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Empire Life Investments’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Empire Life Investments’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
2024
Q4 		– Sell
-6,700
Closed -$591K – 113
2024
Q3 		$591K Buy
+6,700
New +$569K 0.04% 93
2024
Q2 		– Sell
-6,400
Closed -$522K – 101
2024
Q1 		$522K Sell
6,400
-3,300
-34% -$264K 0.03% 91
2023
Q4 		$770K Sell
9,700
-3,000
-24% -$221K 0.05% 90
2023
Q3 		$906K Sell
12,700
-6,501
-34% -$483K 0.07% 79
2023
Q2 		$1.44M Sell
19,201
-3,000
-14% -$226K 0.1% 72
2023
Q1 		$1.64M Sell
22,201
-29,300
-57% -$2.12M 0.12% 67
2022
Q4 		$3.59M Sell
51,501
-4,300
-8% -$290K 0.25% 62
2022
Q3 		$3.46M Buy
55,801
+1,200
+2% +$82K 0.26% 62
2022
Q2 		$3.75M Sell
54,601
-14,600
-21% -$1.07M 0.27% 61
2022
Q1 		$5.47M Buy
69,201
+7,300
+12% +$582K 0.35% 60
2021
Q4 		$5.29M Buy
61,901
+2,500
+4% +$222K 0.32% 63
2021
Q3 		$5.18M Buy
59,401
+3,400
+6% +$304K 0.34% 62
2021
Q2 		$4.9M Buy
56,001
+26,301
+89% +$2.27M 0.31% 64
2021
Q1 		$2.46M Sell
29,700
-2,400
-7% -$200K 0.17% 74
2020
Q4 		$2.61M Buy
32,100
+9,900
+45% +$760K 0.18% 76
2020
Q3 		$1.6M Buy
+22,200
New +$1.58M 0.13% 74

Other funds holding VIGI

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Empire Life Investments's VIGI Position: Q4 2024 in Review

Empire Life Investments sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2024, closing a stake of 6,700 shares — an estimated $591K sold.

Empire Life Investments first reported a position in VIGI in Q3 2020 and held it in 16 quarters. The position peaked at $5.47M in Q1 2022. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

  • Empire Life Investments reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
  • Empire Life Investments sold 6,700 Vanguard International Dividend Appreciation ETF shares in Q4 2024, an estimated $591K.
  • Empire Life Investments first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2020 and held it in 16 quarters.
  • Empire Life Investments's Vanguard International Dividend Appreciation ETF position peaked at $5.47M in Q1 2022.
  • 491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Empire Life Investments's 13F filing for Q4 2024, filed 30 Jan 2025.