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Ropes Wealth Advisors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Ropes Wealth 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
2020
Q1 		– Sell
-475
Closed -$34K – 568
2019
Q4 		$34K Hold
475
– – 0.01% 367
2019
Q3 		$32K Buy
+475
New +$31.6K 0.01% 379

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
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ropes Wealth Advisors's VIGI Position: Q1 2020 in Review

Ropes Wealth Advisors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2020, closing a stake of 475 shares — an estimated $34K sold.

Ropes Wealth Advisors first reported a position in VIGI in Q3 2019 and held it in 2 quarters. The position peaked at $34K in Q4 2019. 169 funds tracked by Wall St. Rank hold VIGI as of Q1 2020.

  • Ropes Wealth Advisors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 475 Vanguard International Dividend Appreciation ETF shares in Q1 2020, an estimated $34K.
  • Ropes Wealth Advisors first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2019 and held it in 2 quarters.
  • Ropes Wealth Advisors's Vanguard International Dividend Appreciation ETF position peaked at $34K in Q4 2019.
  • 169 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2020.

Based on Ropes Wealth Advisors's 13F filing for Q1 2020, filed 24 Apr 2020.