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

RVW Wealth’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
2023
Q4 		– Sell
-835
Closed -$59.6K – 354
2023
Q3 		$59.6K Buy
+835
New +$62.1K 0.01% 215
2023
Q1 		– Sell
-2,933
Closed -$204K – 171
2022
Q4 		$204K Buy
+2,933
New +$198K 0.03% 146

Other funds holding VIGI

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
PPW
Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

RVW Wealth's VIGI Position: Q4 2023 in Review

RVW Wealth sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2023, closing a stake of 835 shares — an estimated $59.6K sold.

RVW Wealth first reported a position in VIGI in Q4 2022 and held it in 2 quarters. The position peaked at $204K in Q4 2022. 425 funds tracked by Wall St. Rank hold VIGI as of Q4 2023.

  • RVW Wealth reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2023 after selling out during the quarter.
  • RVW Wealth sold 835 Vanguard International Dividend Appreciation ETF shares in Q4 2023, an estimated $59.6K.
  • RVW Wealth first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2022 and held it in 2 quarters.
  • RVW Wealth's Vanguard International Dividend Appreciation ETF position peaked at $204K in Q4 2022.
  • 425 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2023.

Based on RVW Wealth's 13F filing for Q4 2023, filed 8 Jan 2024.