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

Selective Wealth 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
2022 Q3	–	Sell	-150	Closed	-$10K	–	836
2022 Q2	$10K	Hold	150	–	–	﹤0.01%	566
2022 Q1	$12K	Buy	+150	New	+$12K	﹤0.01%	520
2021 Q2	–	Sell	-1,101	Closed	-$91K	–	553
2021 Q1	$91K	Hold	1,101	–	–	0.08%	88
2020 Q4	$90K	Hold	1,101	–	–	0.06%	82
2020 Q3	$79K	Hold	1,101	–	–	0.06%	84
2020 Q2	$74K	Hold	1,101	–	–	0.06%	90
2020 Q1	$64K	Hold	1,101	–	–	0.1%	56
2019 Q4	$79K	Hold	1,101	–	–	0.1%	57
2019 Q3	$73K	Buy	+1,101	New	+$73.3K	0.1%	64

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Selective Wealth Management's VIGI Position: Q3 2022 in Review

Selective Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2022, closing a stake of 150 shares — an estimated $10K sold.

Selective Wealth Management first reported a position in VIGI in Q3 2019 and held it in 9 quarters. The position peaked at $91K in Q1 2021. 307 funds tracked by Wall St. Rank hold VIGI as of Q3 2022.

Selective Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Selective Wealth Management sold 150 Vanguard International Dividend Appreciation ETF shares in Q3 2022, an estimated $10K.
Selective Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2019 and held it in 9 quarters.
Selective Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $91K in Q1 2021.
307 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2022.

Based on Selective Wealth Management's 13F filing for Q3 2022, filed 21 Oct 2022.