Realta Investment Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Realta Investment Advisors’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
2025 Q1	–	Sell	-200	Closed	-$16K	–	371
2024 Q4	$16K	Buy	+200	New	+$16.8K	0.01%	286
2024 Q3	–	Sell	-785	Closed	-$63.8K	–	759
2024 Q2	$63.8K	Buy	785 +323	+70%	+$25.9K	0.01%	509
2024 Q1	$37.6K	Buy	+462	New	+$37K	0.01%	584
2023 Q4	–	Sell	-320	Closed	-$24K	–	784
2023 Q3	$24K	Hold	320	–	–	0.01%	594
2023 Q2	$24K	Buy	+320	New	+$24.1K	0.01%	639
2023 Q1	–	Sell	-320	Closed	-$22.3K	–	809
2022 Q4	$22.3K	Hold	320	–	–	0.01%	635
2022 Q3	$20K	Buy	+320	New	+$21.9K	0.01%	623

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

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

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Realta Investment Advisors's VIGI Position: Q1 2025 in Review

Realta Investment Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2025, closing a stake of 200 shares — an estimated $16K sold.

Realta Investment Advisors first reported a position in VIGI in Q3 2022 and held it in 7 quarters. The position peaked at $63.8K in Q2 2024. 506 funds tracked by Wall St. Rank hold VIGI as of Q1 2025.

Realta Investment Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2025 after selling out during the quarter.
Realta Investment Advisors sold 200 Vanguard International Dividend Appreciation ETF shares in Q1 2025, an estimated $16K.
Realta Investment Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2022 and held it in 7 quarters.
Realta Investment Advisors's Vanguard International Dividend Appreciation ETF position peaked at $63.8K in Q2 2024.
506 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2025.

Based on Realta Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.