Mosaic Family Wealth’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Mosaic Family Wealth’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
2019 Q2	–	Sell	-135	Closed	-$9K	–	584
2019 Q1	$9K	Hold	135	–	–	﹤0.01%	512
2018 Q4	$8K	Hold	135	–	–	﹤0.01%	516
2018 Q3	$8K	Hold	135	–	–	﹤0.01%	527
2018 Q2	$9K	Hold	135	–	–	﹤0.01%	548
2018 Q1	$9K	Hold	135	–	–	﹤0.01%	541
2017 Q4	$9K	Hold	135	–	–	﹤0.01%	545
2017 Q3	$9K	Hold	135	–	–	﹤0.01%	586
2017 Q2	$8K	Hold	135	–	–	﹤0.01%	531
2017 Q1	$8K	Buy	+135	New	+$7.51K	﹤0.01%	531

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return

Mosaic Family Wealth's VIGI Position: Q2 2019 in Review

Mosaic Family Wealth sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2019, closing a stake of 135 shares — an estimated $9K sold.

Mosaic Family Wealth first reported a position in VIGI in Q1 2017 and held it in 9 quarters. The position peaked at $9K in Q1 2019. 109 funds tracked by Wall St. Rank hold VIGI as of Q2 2019.

Mosaic Family Wealth reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2019 after selling out during the quarter.
Mosaic Family Wealth sold 135 Vanguard International Dividend Appreciation ETF shares in Q2 2019, an estimated $9K.
Mosaic Family Wealth first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2017 and held it in 9 quarters.
Mosaic Family Wealth's Vanguard International Dividend Appreciation ETF position peaked at $9K in Q1 2019.
109 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2019.

Based on Mosaic Family Wealth's 13F filing for Q2 2019, filed 12 Aug 2019.