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PRW Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

PRW Wealth Management’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
2021
Q3 		– Sell
-14,925
Closed -$1.31M – 282
2021
Q2 		$1.31M Buy
+14,925
New +$1.29M 0.38% 82

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

PRW Wealth Management's VIGI Position: Q3 2021 in Review

PRW Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2021, closing a stake of 14,925 shares — an estimated $1.31M sold.

PRW Wealth Management first reported a position in VIGI in Q2 2021 and held it in 1 quarter. The position peaked at $1.31M in Q2 2021. 271 funds tracked by Wall St. Rank hold VIGI as of Q3 2021.

  • PRW Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
  • PRW Wealth Management sold 14,925 Vanguard International Dividend Appreciation ETF shares in Q3 2021, an estimated $1.31M.
  • PRW Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2021 and held it in 1 quarter.
  • PRW Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $1.31M in Q2 2021.
  • 271 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2021.

Based on PRW Wealth Management's 13F filing for Q3 2021, filed 4 Nov 2021.