Jamison Private Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Jamison Private 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
2024 Q4	–	Sell	-1,457	Closed	–	–	467
2024 Q3	$0	Hold	1,457	–	–	﹤0.01%	504
2024 Q2	$0	Hold	1,457	–	–	﹤0.01%	534
2024 Q1	$0	Buy	+1,457	New	+$117K	﹤0.01%	526

Other funds holding VIGI

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Jamison Private Wealth Management's VIGI Position: Q4 2024 in Review

Jamison Private Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2024, closing a stake of 1,457 shares.

Jamison Private Wealth Management first reported a position in VIGI in Q1 2024 and held it in 3 quarters. The position peaked at $0 in Q3 2024. 491 funds tracked by Wall St. Rank hold VIGI as of Q4 2024.

Jamison Private Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2024 after selling out during the quarter.
Jamison Private Wealth Management sold 1,457 Vanguard International Dividend Appreciation ETF shares in Q4 2024.
Jamison Private Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2024 and held it in 3 quarters.
Jamison Private Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $0 in Q3 2024.
491 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2024.

Based on Jamison Private Wealth Management's 13F filing for Q4 2024, filed 21 Jan 2025.