Paul John Balson’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Paul John Balson’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	$251K	Buy	+3,084	New	+$237K	0.05%	79

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BOPW

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

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

Paul John Balson's VIGI Position: Q4 2020 in Review

Paul John Balson opened a new position in Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2020: 3,084 shares worth $251K. The stake represents 0.05% of the portfolio and ranks #79 among its holdings.

250 funds tracked by Wall St. Rank hold VIGI as of Q4 2020.

Paul John Balson held 3,084 shares of Vanguard International Dividend Appreciation ETF worth $251K as of Q4 2020.
Vanguard International Dividend Appreciation ETF was a new Paul John Balson position in Q4 2020.
Vanguard International Dividend Appreciation ETF made up 0.05% of Paul John Balson's portfolio in Q4 2020, its #79 holding.
250 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2020.

Based on Paul John Balson's 13F filing for Q4 2020, filed 17 Feb 2021.