Northstar Wealth Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Northstar Wealth Partners’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 Q1	–	Sell	-4,635	Closed	-$333K	–	185
2019 Q4	$333K	Hold	4,635	–	–	0.14%	140
2019 Q3	$309K	Hold	4,635	–	–	0.14%	143
2019 Q2	$315K	Hold	4,635	–	–	0.14%	142
2019 Q1	$299K	Buy	+4,635	New	+$287K	0.14%	143

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

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

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

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

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

Northstar Wealth Partners's VIGI Position: Q1 2020 in Review

Northstar Wealth Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2020, closing a stake of 4,635 shares — an estimated $333K sold.

Northstar Wealth Partners first reported a position in VIGI in Q1 2019 and held it in 4 quarters. The position peaked at $333K in Q4 2019. 169 funds tracked by Wall St. Rank hold VIGI as of Q1 2020.

Northstar Wealth Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
Northstar Wealth Partners sold 4,635 Vanguard International Dividend Appreciation ETF shares in Q1 2020, an estimated $333K.
Northstar Wealth Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2019 and held it in 4 quarters.
Northstar Wealth Partners's Vanguard International Dividend Appreciation ETF position peaked at $333K in Q4 2019.
169 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2020.

Based on Northstar Wealth Partners's 13F filing for Q1 2020, filed 15 May 2020.