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Peterson Wealth Services’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Peterson Wealth 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
2023
Q2 		– Sell
-9,209
Closed -$675K – 97
2023
Q1 		$675K Buy
+9,209
New +$667K 0.35% 68

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Peterson Wealth Services's VIGI Position: Q2 2023 in Review

Peterson Wealth Services sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2023, closing a stake of 9,209 shares — an estimated $675K sold.

Peterson Wealth Services first reported a position in VIGI in Q1 2023 and held it in 1 quarter. The position peaked at $675K in Q1 2023. 374 funds tracked by Wall St. Rank hold VIGI as of Q2 2023.

  • Peterson Wealth Services reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
  • Peterson Wealth Services sold 9,209 Vanguard International Dividend Appreciation ETF shares in Q2 2023, an estimated $675K.
  • Peterson Wealth Services first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2023 and held it in 1 quarter.
  • Peterson Wealth Services's Vanguard International Dividend Appreciation ETF position peaked at $675K in Q1 2023.
  • 374 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2023.

Based on Peterson Wealth Services's 13F filing for Q2 2023, filed 13 Jul 2023.