MinichMacGregor Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

MinichMacGregor Wealth 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	-336	Closed	-$23.4K	–	633
2022 Q4	$23.4K	Buy	+336	New	+$22.7K	0.01%	287
2021 Q3	–	Sell	-88,952	Closed	-$7.78M	–	87
2021 Q2	$7.78M	Buy	88,952 +4,594	+5%	+$397K	2.73%	17
2021 Q1	$6.99M	Buy	84,358 +5,602	+7%	+$467K	2.61%	17
2020 Q4	$6.41M	Buy	+78,756	New	+$6.04M	2.61%	18

Other funds holding VIGI

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

Jane Street New York $777B AUM 61.18% 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

ECG

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

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

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

MinichMacGregor Wealth Management's VIGI Position: Q1 2023 in Review

MinichMacGregor Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2023, closing a stake of 336 shares — an estimated $23.4K sold.

MinichMacGregor Wealth Management first reported a position in VIGI in Q4 2020 and held it in 4 quarters. The position peaked at $7.78M in Q2 2021. 361 funds tracked by Wall St. Rank hold VIGI as of Q1 2023.

MinichMacGregor Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2023 after selling out during the quarter.
MinichMacGregor Wealth Management sold 336 Vanguard International Dividend Appreciation ETF shares in Q1 2023, an estimated $23.4K.
MinichMacGregor Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2020 and held it in 4 quarters.
MinichMacGregor Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $7.78M in Q2 2021.
361 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2023.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2023, filed 19 Apr 2023.