Level Four Financial’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Level Four Financial’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 Q2	–	Sell	-2,420	Closed	-$200K	–	351
2021 Q1	$200K	Sell	2,420 -164	-6%	-$13.7K	0.09%	260
2020 Q4	$210K	Buy	+2,584	New	+$198K	0.09%	272

Other funds holding VIGI

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Level Four Financial's VIGI Position: Q2 2021 in Review

Level Four Financial sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2021, closing a stake of 2,420 shares — an estimated $200K sold.

Level Four Financial first reported a position in VIGI in Q4 2020 and held it in 2 quarters. The position peaked at $210K in Q4 2020. 274 funds tracked by Wall St. Rank hold VIGI as of Q2 2021.

Level Four Financial reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2021 after selling out during the quarter.
Level Four Financial sold 2,420 Vanguard International Dividend Appreciation ETF shares in Q2 2021, an estimated $200K.
Level Four Financial first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2020 and held it in 2 quarters.
Level Four Financial's Vanguard International Dividend Appreciation ETF position peaked at $210K in Q4 2020.
274 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2021.

Based on Level Four Financial's 13F filing for Q2 2021, filed 9 Aug 2021.