PRI
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Prepared Retirement Institute’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Prepared Retirement Institute’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
2024
Q3 		– Sell
-6,045
Closed -$491K – 86
2024
Q2 		$491K Buy
+6,045
New +$485K 0.33% 37

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
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Prepared Retirement Institute's VIGI Position: Q3 2024 in Review

Prepared Retirement Institute sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2024, closing a stake of 6,045 shares — an estimated $491K sold.

Prepared Retirement Institute first reported a position in VIGI in Q2 2024 and held it in 1 quarter. The position peaked at $491K in Q2 2024. 464 funds tracked by Wall St. Rank hold VIGI as of Q3 2024.

  • Prepared Retirement Institute reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
  • Prepared Retirement Institute sold 6,045 Vanguard International Dividend Appreciation ETF shares in Q3 2024, an estimated $491K.
  • Prepared Retirement Institute first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2024 and held it in 1 quarter.
  • Prepared Retirement Institute's Vanguard International Dividend Appreciation ETF position peaked at $491K in Q2 2024.
  • 464 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2024.

Based on Prepared Retirement Institute's 13F filing for Q3 2024, filed 13 Feb 2025.