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

Modera 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
Q4 		– Sell
-2,848
Closed -$203K – 557
2023
Q3 		$203K Hold
2,848
– – ﹤0.01% 515
2023
Q2 		$214K Buy
+2,848
New +$214K ﹤0.01% 522
2023
Q1 		– Sell
-3,254
Closed -$227K – 368
2022
Q4 		$227K Buy
+3,254
New +$219K 0.01% 316

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Modera Wealth Management's VIGI Position: Q4 2023 in Review

Modera Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2023, closing a stake of 2,848 shares — an estimated $203K sold.

Modera Wealth Management first reported a position in VIGI in Q4 2022 and held it in 3 quarters. The position peaked at $227K in Q4 2022. 425 funds tracked by Wall St. Rank hold VIGI as of Q4 2023.

  • Modera Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
  • Modera Wealth Management sold 2,848 Vanguard International Dividend Appreciation ETF shares in Q4 2023, an estimated $203K.
  • Modera Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 3 quarters.
  • Modera Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $227K in Q4 2022.
  • 425 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2023.

Based on Modera Wealth Management's 13F filing for Q4 2023, filed 14 Feb 2024.