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

Moran 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	-152,667	Closed	-$10.9M	–	458
2023 Q3	$10.9M	Buy	152,667 +6,881	+5%	+$512K	0.42%	92
2023 Q2	$10.9M	Buy	145,786 +3,375	+2%	+$254K	0.41%	89
2023 Q1	$10.5M	Buy	142,411 +16,148	+13%	+$1.17M	0.4%	95
2022 Q4	$8.79M	Buy	+126,263	New	+$8.51M	0.33%	102

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

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

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

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

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

Moran Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2023, closing a stake of 152,667 shares — an estimated $10.9M sold.

Moran Wealth Management first reported a position in VIGI in Q4 2022 and held it in 4 quarters. The position peaked at $10.9M in Q2 2023. 425 funds tracked by Wall St. Rank hold VIGI as of Q4 2023.

Moran Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
Moran Wealth Management sold 152,667 Vanguard International Dividend Appreciation ETF shares in Q4 2023, an estimated $10.9M.
Moran Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 4 quarters.
Moran Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $10.9M in Q2 2023.
425 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2023.

Based on Moran Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.