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

Shone 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
2020 Q4	$8.35M	Buy	101,898 +4,841	+5%	+$371K	6.49%	5
2020 Q3	$7.13M	Buy	97,057 +25,443	+36%	+$1.82M	6.36%	6
2020 Q2	$5.06M	Buy	71,614 +28,626	+67%	+$1.81M	5.01%	9
2020 Q1	$2.68M	Buy	+42,988	New	+$2.9M	3.17%	12

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

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

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return

BOPW

Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

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

Shone Asset Management's VIGI Position: Q4 2020 in Review

Shone Asset Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 5% in Q4 2020, buying an estimated $371K and bringing the position to 101,898 shares worth $8.35M. The position accounts for 6.49% of the portfolio, ranked #5.

Shone Asset Management first reported a position in VIGI in Q1 2020 and has held it in 4 quarters since. 250 funds tracked by Wall St. Rank hold VIGI as of Q4 2020.

Shone Asset Management held 101,898 shares of Vanguard International Dividend Appreciation ETF worth $8.35M as of Q4 2020.
Shone Asset Management bought 4,841 Vanguard International Dividend Appreciation ETF shares in Q4 2020, an estimated $371K.
Vanguard International Dividend Appreciation ETF made up 6.49% of Shone Asset Management's portfolio in Q4 2020, its #5 holding.
Shone Asset Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and has held it in 4 quarters since.
250 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2020.

Based on Shone Asset Management's 13F filing for Q4 2020, filed 20 Jan 2021.