JP Morgan Private Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

JP Morgan Private 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
2023 Q3	$22.3M	Sell	312,151 -8,362	-3%	-$622K	0.06%	263
2023 Q2	$24.1M	Sell	320,513 -207,428	-39%	-$15.6M	0.13%	146
2023 Q1	$38.9M	Buy	527,941 +114,704	+28%	+$8.3M	0.08%	218
2022 Q4	$28.8M	Buy	413,237 +241,573	+141%	+$16.3M	0.06%	260
2022 Q3	$10.6M	Sell	171,664 -11,661	-6%	-$797K	0.03%	385
2022 Q2	$12.6M	Buy	183,325 +109,629	+149%	+$8.04M	0.03%	360
2022 Q1	$5.83M	Buy	73,696 +29,875	+68%	+$2.38M	0.01%	573
2021 Q4	$3.74M	Sell	43,821 -2,555	-6%	-$227K	0.01%	696
2021 Q3	$4.04M	Buy	46,376 +3,100	+7%	+$277K	0.01%	649
2021 Q2	$3.79M	Buy	43,276 +14,181	+49%	+$1.22M	0.01%	658
2021 Q1	$2.41M	Sell	29,095 -11,999	-29%	-$1,000K	0.01%	705
2020 Q4	$3.35M	Buy	41,094 +10,165	+33%	+$780K	0.01%	584
2020 Q3	$2.23M	Buy	30,929 +16,532	+115%	+$1.18M	0.01%	621
2020 Q2	$966K	Sell	14,397 -52,701	-79%	-$3.34M	﹤0.01%	822
2020 Q1	$3.91M	Buy	67,098 +16,333	+32%	+$1.1M	0.02%	397
2019 Q4	$3.66M	Buy	50,765 +27,586	+119%	+$1.91M	0.02%	492
2019 Q3	$1.54M	Buy	+23,179	New	+$1.54M	0.01%	637

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

JP Morgan Private Wealth Advisors's VIGI Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 2.6% in Q3 2023, selling an estimated $622K and leaving 312,151 shares worth $22.3M. The position accounts for 0.06% of the portfolio, ranked #263.

JP Morgan Private Wealth Advisors first reported a position in VIGI in Q3 2019 and has held it in 17 quarters since. The position peaked at $38.9M in Q1 2023. 373 funds tracked by Wall St. Rank hold VIGI as of Q3 2023.

JP Morgan Private Wealth Advisors held 312,151 shares of Vanguard International Dividend Appreciation ETF worth $22.3M as of Q3 2023.
JP Morgan Private Wealth Advisors sold 8,362 Vanguard International Dividend Appreciation ETF shares in Q3 2023, an estimated $622K.
Vanguard International Dividend Appreciation ETF made up 0.06% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #263 holding.
JP Morgan Private Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2019 and has held it in 17 quarters since.
JP Morgan Private Wealth Advisors's Vanguard International Dividend Appreciation ETF position peaked at $38.9M in Q1 2023.
373 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.