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Lake Point Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Lake Point 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
2021
Q3 		– Sell
-300
Closed -$26K – 462
2021
Q2 		$26K Buy
+300
New +$25.9K 0.01% 104

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Lake Point Wealth Management's VIGI Position: Q3 2021 in Review

Lake Point Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2021, closing a stake of 300 shares — an estimated $26K sold.

Lake Point Wealth Management first reported a position in VIGI in Q2 2021 and held it in 1 quarter. The position peaked at $26K in Q2 2021. 271 funds tracked by Wall St. Rank hold VIGI as of Q3 2021.

  • Lake Point Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
  • Lake Point Wealth Management sold 300 Vanguard International Dividend Appreciation ETF shares in Q3 2021, an estimated $26K.
  • Lake Point Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2021 and held it in 1 quarter.
  • Lake Point Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $26K in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2021.

Based on Lake Point Wealth Management's 13F filing for Q3 2021, filed 21 Oct 2021.