Lehman & Derafelo Financial Resources’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-1,600	Closed	-$99K	–	193
2022 Q3	$99K	Hold	1,600	–	–	0.03%	104
2022 Q2	$110K	Buy	+1,600	New	+$117K	0.03%	108
2021 Q4	–	Sell	-1,600	Closed	-$140K	–	184
2021 Q3	$140K	Hold	1,600	–	–	0.05%	109
2021 Q2	$140K	Hold	1,600	–	–	0.04%	126
2021 Q1	$133K	Hold	1,600	–	–	0.04%	126
2020 Q4	$130K	Hold	1,600	–	–	0.04%	125
2020 Q3	$115K	Hold	1,600	–	–	0.04%	144
2020 Q2	$107K	Hold	1,600	–	–	0.04%	133
2020 Q1	$93K	Hold	1,600	–	–	0.04%	100
2019 Q4	$115K	Hold	1,600	–	–	0.04%	115
2019 Q3	$107K	Hold	1,600	–	–	0.04%	110
2019 Q2	$109K	Hold	1,600	–	–	0.04%	106
2019 Q1	$103K	Hold	1,600	–	–	0.04%	106
2018 Q4	$92K	Buy	+1,600	New	+$95K	0.05%	104

Other funds holding VIGI

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

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

ECG

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

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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's VIGI Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2022, closing a stake of 1,600 shares — an estimated $99K sold.

Lehman & Derafelo Financial Resources first reported a position in VIGI in Q4 2018 and held it in 14 quarters. The position peaked at $140K in Q3 2021. 358 funds tracked by Wall St. Rank hold VIGI as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 1,600 Vanguard International Dividend Appreciation ETF shares in Q4 2022, an estimated $99K.
Lehman & Derafelo Financial Resources first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's Vanguard International Dividend Appreciation ETF position peaked at $140K in Q3 2021.
358 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.