Retirement Group’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Retirement Group’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 Q1	$50.5K	Sell	619 -39	-6%	-$3.12K	0.02%	233
2023 Q4	$52.2K	Sell	658 -29	-4%	-$2.14K	0.02%	213
2023 Q3	$49K	Hold	687	–	–	0.02%	204
2023 Q2	$51.6K	Hold	687	–	–	0.02%	201
2023 Q1	$51K	Hold	687	–	–	0.02%	191
2022 Q4	$48K	Buy	687 +351	+104%	+$23.7K	0.02%	186
2022 Q3	$21K	Sell	336 -1,374	-80%	-$93.9K	0.02%	175
2022 Q2	$117K	Buy	1,710 +687	+67%	+$50.4K	0.05%	136
2022 Q1	$81K	Buy	1,023 +13	+1%	+$1.04K	0.03%	188
2021 Q4	$86K	Buy	1,010 +336	+50%	+$29.8K	0.04%	177
2021 Q3	$59K	Buy	674 +24	+4%	+$2.15K	0.03%	212
2021 Q2	$57K	Hold	650	–	–	0.03%	227
2021 Q1	$54K	Buy	650 +75	+13%	+$6.25K	0.02%	269
2020 Q4	$46K	Buy	575 +47	+9%	+$3.61K	0.02%	269
2020 Q3	$38K	Buy	528 +19	+4%	+$1.36K	0.02%	274
2020 Q2	$34K	Buy	+509	New	+$32.2K	0.02%	270
2019 Q4	$20K	Buy	+276	New	+$19.1K	0.01%	327

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 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

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

Retirement Group's VIGI Position: Q1 2024 in Review

Retirement Group reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 5.9% in Q1 2024, selling an estimated $3.12K and leaving 619 shares worth $50.5K. The position accounts for 0.02% of the portfolio, ranked #233.

Retirement Group first reported a position in VIGI in Q4 2019 and has held it in 17 quarters since. The position peaked at $117K in Q2 2022. 435 funds tracked by Wall St. Rank hold VIGI as of Q1 2024.

Retirement Group held 619 shares of Vanguard International Dividend Appreciation ETF worth $50.5K as of Q1 2024.
Retirement Group sold 39 Vanguard International Dividend Appreciation ETF shares in Q1 2024, an estimated $3.12K.
Vanguard International Dividend Appreciation ETF made up 0.02% of Retirement Group's portfolio in Q1 2024, its #233 holding.
Retirement Group first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2019 and has held it in 17 quarters since.
Retirement Group's Vanguard International Dividend Appreciation ETF position peaked at $117K in Q2 2022.
435 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.