NFG
VIGI icon

NewFocus Financial Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

NewFocus Financial 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
2020
Q4 		$791K Sell
9,713
-522
-5% -$40.1K 0.23% 78
2020
Q3 		$737K Sell
10,235
-3,285
-24% -$234K 0.25% 74
2020
Q2 		$907K Sell
13,520
-12,967
-49% -$821K 0.33% 61
2020
Q1 		$1.54M Sell
26,487
-5,420
-17% -$366K 0.71% 41
2019
Q4 		$2.3M Sell
31,907
-131
-0.4% -$9.07K 0.9% 34
2019
Q3 		$2.13M Buy
+32,038
New +$2.13M 0.94% 34

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.19B AUM 17.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return