Johnson Financial Group Inc (Wisconsin)’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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 Q3	–	Sell	-19	Closed	-$1.43K	–	705
2023 Q2	$1.43K	Buy	+19	New	+$1.43K	﹤0.01%	626
2022 Q1	–	Sell	-62	Closed	-$5K	–	822
2021 Q4	$5K	Hold	62	–	–	﹤0.01%	644
2021 Q3	$5K	Buy	+62	New	+$5.54K	﹤0.01%	586

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

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

CCWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s VIGI Position: Q3 2023 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2023, closing a stake of 19 shares — an estimated $1.43K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in VIGI in Q3 2021 and held it in 3 quarters. The position peaked at $5K in Q4 2021. 373 funds tracked by Wall St. Rank hold VIGI as of Q3 2023.

Johnson Financial Group Inc (Wisconsin) reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
Johnson Financial Group Inc (Wisconsin) sold 19 Vanguard International Dividend Appreciation ETF shares in Q3 2023, an estimated $1.43K.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2021 and held it in 3 quarters.
Johnson Financial Group Inc (Wisconsin)'s Vanguard International Dividend Appreciation ETF position peaked at $5K in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2023.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q3 2023, filed 14 Nov 2023.