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Heartwood Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Heartwood Wealth Advisors’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
2021
Q1 		– Sell
-4,384
Closed -$357K – 90
2020
Q4 		$357K Hold
4,384
– – 0.06% 65
2020
Q3 		$316K Hold
4,384
– – 0.06% 63
2020
Q2 		$294K Hold
4,384
– – 0.06% 59
2020
Q1 		$256K Buy
4,384
+1,200
+38% +$81.1K 0.06% 56
2019
Q4 		$229K Buy
+3,184
New +$221K 0.04% 75

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
FP
Financial Perspectives Minneapolis, Minnesota $358M AUM 22.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Heartwood Wealth Advisors's VIGI Position: Q1 2021 in Review

Heartwood Wealth Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2021, closing a stake of 4,384 shares — an estimated $357K sold.

Heartwood Wealth Advisors first reported a position in VIGI in Q4 2019 and held it in 5 quarters. The position peaked at $357K in Q4 2020. 267 funds tracked by Wall St. Rank hold VIGI as of Q1 2021.

  • Heartwood Wealth Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2021 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 4,384 Vanguard International Dividend Appreciation ETF shares in Q1 2021, an estimated $357K.
  • Heartwood Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2019 and held it in 5 quarters.
  • Heartwood Wealth Advisors's Vanguard International Dividend Appreciation ETF position peaked at $357K in Q4 2020.
  • 267 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2021.

Based on Heartwood Wealth Advisors's 13F filing for Q1 2021, filed 19 Apr 2021.