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Laurel Wealth Planning’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Laurel Wealth Planning’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
2022
Q3 		– Sell
-16,011
Closed -$1.1M – 252
2022
Q2 		$1.1M Sell
16,011
-565
-3% -$41.4K 0.77% 35
2022
Q1 		$1.31M Buy
16,576
+6,254
+61% +$498K 0.88% 34
2021
Q4 		$882K Buy
10,322
+8,552
+483% +$760K 0.67% 36
2021
Q3 		$154K Buy
+1,770
New +$158K 0.12% 65

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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Laurel Wealth Planning's VIGI Position: Q3 2022 in Review

Laurel Wealth Planning sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2022, closing a stake of 16,011 shares — an estimated $1.1M sold.

Laurel Wealth Planning first reported a position in VIGI in Q3 2021 and held it in 4 quarters. The position peaked at $1.31M in Q1 2022. 307 funds tracked by Wall St. Rank hold VIGI as of Q3 2022.

  • Laurel Wealth Planning reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Planning sold 16,011 Vanguard International Dividend Appreciation ETF shares in Q3 2022, an estimated $1.1M.
  • Laurel Wealth Planning first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2021 and held it in 4 quarters.
  • Laurel Wealth Planning's Vanguard International Dividend Appreciation ETF position peaked at $1.31M in Q1 2022.
  • 307 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2022.

Based on Laurel Wealth Planning's 13F filing for Q3 2022, filed 2 Nov 2022.