Partnervest Advisory Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Partnervest Advisory Services’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 Q3	$1.7M	Buy	23,603 +3,673	+18%	+$262K	0.54%	36
2020 Q2	$1.34M	Buy	19,930 +5,743	+40%	+$364K	0.5%	38
2020 Q1	$827K	Buy	+14,187	New	+$958K	0.37%	55

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

TWM

Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return

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

PPA

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

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

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

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

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

Partnervest Advisory Services's VIGI Position: Q3 2020 in Review

Partnervest Advisory Services increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 18% in Q3 2020, buying an estimated $262K and bringing the position to 23,603 shares worth $1.7M. The position accounts for 0.54% of the portfolio, ranked #36.

Partnervest Advisory Services first reported a position in VIGI in Q1 2020 and has held it in 3 quarters since. 207 funds tracked by Wall St. Rank hold VIGI as of Q3 2020.

Partnervest Advisory Services held 23,603 shares of Vanguard International Dividend Appreciation ETF worth $1.7M as of Q3 2020.
Partnervest Advisory Services bought 3,673 Vanguard International Dividend Appreciation ETF shares in Q3 2020, an estimated $262K.
Vanguard International Dividend Appreciation ETF made up 0.54% of Partnervest Advisory Services's portfolio in Q3 2020, its #36 holding.
Partnervest Advisory Services first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and has held it in 3 quarters since.
207 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2020.

Based on Partnervest Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.