Secure Asset Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Secure Asset 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	-5,752	Closed	-$503K	–	197
2021 Q2	$503K	Buy	5,752 +246	+4%	+$21.2K	0.26%	77
2021 Q1	$456K	Sell	5,506 -7,011	-56%	-$584K	0.25%	86
2020 Q4	$1.02M	Buy	12,517 +194	+2%	+$14.9K	0.6%	37
2020 Q3	$887K	Buy	12,323 +1,314	+12%	+$93.8K	0.61%	40
2020 Q2	$738K	Buy	+11,009	New	+$697K	0.52%	48

Other funds holding VIGI

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ECG

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Secure Asset Management's VIGI Position: Q3 2021 in Review

Secure Asset Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2021, closing a stake of 5,752 shares — an estimated $503K sold.

Secure Asset Management first reported a position in VIGI in Q2 2020 and held it in 5 quarters. The position peaked at $1.02M in Q4 2020. 271 funds tracked by Wall St. Rank hold VIGI as of Q3 2021.

Secure Asset Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2021 after selling out during the quarter.
Secure Asset Management sold 5,752 Vanguard International Dividend Appreciation ETF shares in Q3 2021, an estimated $503K.
Secure Asset Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2020 and held it in 5 quarters.
Secure Asset Management's Vanguard International Dividend Appreciation ETF position peaked at $1.02M in Q4 2020.
271 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2021.

Based on Secure Asset Management's 13F filing for Q3 2021, filed 28 Oct 2021.