Lokken Investment Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Lokken Investment Group’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
2025 Q2	–	Sell	-4,181	Closed	-$347K	–	145
2025 Q1	$347K	Buy	4,181 +84	+2%	+$6.98K	0.15%	94
2024 Q4	$328K	Buy	4,097 +210	+5%	+$17.6K	0.14%	98
2024 Q3	$343K	Sell	3,887 -539	-12%	-$45.8K	0.14%	105
2024 Q2	$360K	Buy	4,426 +154	+4%	+$12.4K	0.17%	98
2024 Q1	$348K	Sell	4,272 -2,800	-40%	-$224K	0.17%	99
2023 Q4	$561K	Buy	7,072 +1,203	+20%	+$88.7K	0.32%	72
2023 Q3	$419K	Sell	5,869 -123	-2%	-$9.15K	0.27%	76
2023 Q2	$450K	Buy	5,992 +2,810	+88%	+$211K	0.29%	76
2023 Q1	$234K	Buy	+3,182	New	+$230K	0.18%	105

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Lokken Investment Group's VIGI Position: Q2 2025 in Review

Lokken Investment Group sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2025, closing a stake of 4,181 shares — an estimated $347K sold.

Lokken Investment Group first reported a position in VIGI in Q1 2023 and held it in 9 quarters. The position peaked at $561K in Q4 2023. 533 funds tracked by Wall St. Rank hold VIGI as of Q2 2025.

Lokken Investment Group reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2025 after selling out during the quarter.
Lokken Investment Group sold 4,181 Vanguard International Dividend Appreciation ETF shares in Q2 2025, an estimated $347K.
Lokken Investment Group first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2023 and held it in 9 quarters.
Lokken Investment Group's Vanguard International Dividend Appreciation ETF position peaked at $561K in Q4 2023.
533 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2025.

Based on Lokken Investment Group's 13F filing for Q2 2025, filed 24 Jul 2025.