Simplicity Solutions’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Simplicity Solutions’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 Q2	–	Sell	-5,503	Closed	-$405K	–	1229
2023 Q1	$405K	Buy	5,503 +157	+3%	+$11.4K	0.01%	754
2022 Q4	$372K	Sell	5,346 -509	-9%	-$34.3K	0.05%	419
2022 Q3	$363K	Sell	5,855 -3,209	-35%	-$219K	0.05%	398
2022 Q2	$622K	Sell	9,064 -355	-4%	-$26K	0.08%	268
2022 Q1	$745K	Buy	9,419 +618	+7%	+$49.3K	0.09%	233
2021 Q4	$752K	Buy	8,801 +70	+0.8%	+$6.22K	0.08%	281
2021 Q3	$762K	Buy	+8,731	New	+$780K	0.12%	189
2021 Q2	–	Sell	-9,565	Closed	-$792K	–	568
2021 Q1	$792K	Sell	9,565 -9,227	-49%	-$769K	0.17%	129
2020 Q4	$1.53M	Sell	18,792 -706	-4%	-$54.2K	0.02%	448
2020 Q3	$1.4M	Buy	19,498 +221	+1%	+$15.8K	0.03%	413
2020 Q2	$1.29M	Buy	19,277 +3,117	+19%	+$197K	0.03%	401
2020 Q1	$943K	Sell	16,160 -827	-5%	-$55.9K	0.03%	356
2019 Q4	$1.22M	Buy	16,987 +3,493	+26%	+$242K	0.04%	342
2019 Q3	$898K	Buy	13,494 +72	+0.5%	+$4.79K	0.04%	324
2019 Q2	$913K	Buy	+13,422	New	+$884K	0.04%	271
2018 Q3	–	Sell	-5,764	Closed	-$373K	–	615
2018 Q2	$373K	Buy	+5,764	New	+$379K	0.03%	300

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

ECG

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

CCWA

CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Simplicity Solutions's VIGI Position: Q2 2023 in Review

Simplicity Solutions sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2023, closing a stake of 5,503 shares — an estimated $405K sold.

Simplicity Solutions first reported a position in VIGI in Q2 2018 and held it in 16 quarters. The position peaked at $1.53M in Q4 2020. 374 funds tracked by Wall St. Rank hold VIGI as of Q2 2023.

Simplicity Solutions reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Simplicity Solutions sold 5,503 Vanguard International Dividend Appreciation ETF shares in Q2 2023, an estimated $405K.
Simplicity Solutions first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2018 and held it in 16 quarters.
Simplicity Solutions's Vanguard International Dividend Appreciation ETF position peaked at $1.53M in Q4 2020.
374 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2023.

Based on Simplicity Solutions's 13F filing for Q2 2023, filed 26 Jul 2023.