EWA
EP Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $435M | Buy |
4,821,980
+523,978
| +12% | +$47.2M | 2.86% | 4 |
|
|
2025
Q1 | $356M | Buy |
4,298,002
+540,548
| +14% | +$44.8M | 2.85% | 5 |
|
|
2024
Q4 | $301M | Buy |
3,757,454
+655,933
| +21% | +$52.5M | 2.45% | 5 |
|
|
2024
Q3 | $274M | Buy |
3,101,521
+435,854
| +16% | +$38.5M | 2.35% | 5 |
|
|
2024
Q2 | $217M | Buy |
2,665,667
+317,770
| +14% | +$25.8M | 2.3% | 5 |
|
|
2024
Q1 | $191M | Buy |
2,347,897
+188,061
| +9% | +$15.3M | 2.24% | 6 |
|
|
2023
Q4 | $171M | Buy |
2,159,836
+174,495
| +9% | +$13.8M | 2.19% | 7 |
|
|
2023
Q3 | $142M | Buy |
1,985,341
+110,037
| +6% | +$7.85M | 2.2% | 6 |
|
|
2023
Q2 | $122M | Buy |
1,875,304
+1,755,953
| +1,471% | +$115M | 1.76% | 9 |
|
|
2023
Q1 | $18.4M | Sell |
119,351
-1,187,960
| -91% | -$183M | 0.32% | 66 |
|
|
2022
Q4 | $91M | Buy |
1,307,311
+266,318
| +26% | +$18.5M | 1.64% | 8 |
|
|
2022
Q3 | $64.5M | Buy |
1,040,993
+310,741
| +43% | +$19.3M | 1.46% | 10 |
|
|
2022
Q2 | $50.1M | Buy |
730,252
+173,133
| +31% | +$11.9M | 1.13% | 15 |
|
|
2022
Q1 | $44M | Buy |
557,119
+198,080
| +55% | +$15.7M | 0.97% | 21 |
|
|
2021
Q4 | $30.7M | Buy |
359,039
+69,050
| +24% | +$5.9M | 0.72% | 37 |
|
|
2021
Q3 | $25.3M | Buy |
289,989
+109,217
| +60% | +$9.53M | 0.69% | 39 |
|
|
2021
Q2 | $15.8M | Buy |
180,772
+114,143
| +171% | +$9.99M | 0.44% | 52 |
|
|
2021
Q1 | $5.52M | Buy |
66,629
+62,619
| +1,562% | +$5.19M | 0.18% | 88 |
|
|
2020
Q4 | $326K | Hold |
4,010
| – | – | 0.01% | 333 |
|
|
2020
Q3 | $289K | Buy |
+4,010
| New | +$289K | 0.01% | 294 |
|
|
2020
Q2 | – | Sell |
-4,010
| Closed | -$234K | – | 323 |
|
|
2020
Q1 | $234K | Hold |
4,010
| – | – | 0.01% | 334 |
|
|
2019
Q4 | $289K | Hold |
4,010
| – | – | 0.01% | 336 |
|
|
2019
Q3 | $267K | Sell |
4,010
-890
| -18% | -$59.3K | 0.01% | 298 |
|
|
2019
Q2 | $333K | Hold |
4,900
| – | – | 0.02% | 226 |
|
|
2019
Q1 | $317K | Buy |
4,900
+410
| +9% | +$26.5K | 0.03% | 202 |
|
|
2018
Q4 | $259K | Buy |
+4,490
| New | +$259K | 0.02% | 220 |
|