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Lakewood Asset Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Lakewood Asset 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
2023
Q1 		– Sell
-78
Closed -$5K – 290
2022
Q4 		$5K Buy
+78
New +$5.26K ﹤0.01% 281

Other funds holding VIGI

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakewood Asset Management's VIGI Position: Q1 2023 in Review

Lakewood Asset Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 78 shares — an estimated $5K sold.

Lakewood Asset Management first reported a position in VIGI in Q4 2022 and held it in 1 quarter. The position peaked at $5K in Q4 2022. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

  • Lakewood Asset Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
  • Lakewood Asset Management sold 78 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $5K.
  • Lakewood Asset Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 1 quarter.
  • Lakewood Asset Management's Vanguard International Dividend Appreciation ETF position peaked at $5K in Q4 2022.
  • 361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on Lakewood Asset Management's 13F filing for Q1 2023, filed 13 Apr 2023.