Patriot Financial Group Insurance Agency’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Patriot Financial Group Insurance Agency’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
2022 Q3	–	Sell	-495	Closed	-$34K	–	1889
2022 Q2	$34K	Hold	495	–	–	0.01%	858
2022 Q1	$39K	Buy	495 +228	+85%	+$18.2K	0.01%	858
2021 Q4	$23K	Buy	267 +42	+19%	+$3.73K	﹤0.01%	1172
2021 Q3	$20K	Hold	225	–	–	﹤0.01%	1224
2021 Q2	$20K	Hold	225	–	–	﹤0.01%	1189
2021 Q1	$19K	Hold	225	–	–	﹤0.01%	1127
2020 Q4	$18K	Hold	225	–	–	﹤0.01%	1022
2020 Q3	$16K	Hold	225	–	–	0.01%	887
2020 Q2	$15K	Hold	225	–	–	0.01%	839
2020 Q1	$13K	Buy	+225	New	+$15.2K	0.01%	790

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency's VIGI Position: Q3 2022 in Review

Patriot Financial Group Insurance Agency sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2022, closing a stake of 495 shares — an estimated $34K sold.

Patriot Financial Group Insurance Agency first reported a position in VIGI in Q1 2020 and held it in 10 quarters. The position peaked at $39K in Q1 2022. 307 funds tracked by Wall St. Rank hold VIGI as of Q3 2022.

Patriot Financial Group Insurance Agency reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 495 Vanguard International Dividend Appreciation ETF shares in Q3 2022, an estimated $34K.
Patriot Financial Group Insurance Agency first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and held it in 10 quarters.
Patriot Financial Group Insurance Agency's Vanguard International Dividend Appreciation ETF position peaked at $39K in Q1 2022.
307 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2022.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2022, filed 1 Nov 2022.