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Holistic Planning’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Holistic Planning’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
Q1 		– Sell
-2,867
Closed -$227K – 126
2023
Q4 		$227K Buy
+2,867
New +$211K 0.19% 106

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 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
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

Holistic Planning's VIGI Position: Q1 2024 in Review

Holistic Planning sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2024, closing a stake of 2,867 shares — an estimated $227K sold.

Holistic Planning first reported a position in VIGI in Q4 2023 and held it in 1 quarter. The position peaked at $227K in Q4 2023. 435 funds tracked by Wall St. Rank hold VIGI as of Q1 2024.

  • Holistic Planning reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
  • Holistic Planning sold 2,867 Vanguard International Dividend Appreciation ETF shares in Q1 2024, an estimated $227K.
  • Holistic Planning first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2023 and held it in 1 quarter.
  • Holistic Planning's Vanguard International Dividend Appreciation ETF position peaked at $227K in Q4 2023.
  • 435 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2024.

Based on Holistic Planning's 13F filing for Q1 2024, filed 1 May 2024.