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Grimes & Company’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Grimes & Company’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
Q4 		– Sell
-2,944
Closed -$210K – 337
2023
Q3 		$210K Buy
+2,944
New +$219K 0.01% 272

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 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

Grimes & Company's VIGI Position: Q4 2023 in Review

Grimes & Company sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2023, closing a stake of 2,944 shares — an estimated $210K sold.

Grimes & Company first reported a position in VIGI in Q3 2023 and held it in 1 quarter. The position peaked at $210K in Q3 2023. 425 funds tracked by Wall St. Rank hold VIGI as of Q4 2023.

  • Grimes & Company reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
  • Grimes & Company sold 2,944 Vanguard International Dividend Appreciation ETF shares in Q4 2023, an estimated $210K.
  • Grimes & Company first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2023 and held it in 1 quarter.
  • Grimes & Company's Vanguard International Dividend Appreciation ETF position peaked at $210K in Q3 2023.
  • 425 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2023.

Based on Grimes & Company's 13F filing for Q4 2023, filed 24 Jan 2024.