IFWM
VIGI icon

Institute for Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Institute for Wealth Management’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
2020
Q1 		– Sell
-100
Closed -$7K – 667
2019
Q4 		$7K Buy
+100
New +$6.92K ﹤0.01% 622

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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Institute for Wealth Management's VIGI Position: Q1 2020 in Review

Institute for Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2020, closing a stake of 100 shares — an estimated $7K sold.

Institute for Wealth Management first reported a position in VIGI in Q4 2019 and held it in 1 quarter. The position peaked at $7K in Q4 2019. 169 funds tracked by Wall St. Rank hold VIGI as of Q1 2020.

  • Institute for Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
  • Institute for Wealth Management sold 100 Vanguard International Dividend Appreciation ETF shares in Q1 2020, an estimated $7K.
  • Institute for Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2019 and held it in 1 quarter.
  • Institute for Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $7K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2020.

Based on Institute for Wealth Management's 13F filing for Q1 2020, filed 29 Apr 2020.