Sterling Investment Advisors (Pennsylvania)’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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 Q2	–	Sell	-11	Closed	-$1K	–	634
2022 Q1	$1K	Hold	11	–	–	﹤0.01%	573
2021 Q4	$1K	Buy	+11	New	+$977	﹤0.01%	556

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

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

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

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

TWM

Tanglewood Wealth Management Houston, Texas $1.18B AUM 21.17% 1-Year Est. Return

Sterling Investment Advisors (Pennsylvania)'s VIGI Position: Q2 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2022, closing a stake of 11 shares — an estimated $1K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in VIGI in Q4 2021 and held it in 2 quarters. The position peaked at $1K in Q1 2022. 304 funds tracked by Wall St. Rank hold VIGI as of Q2 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 11 Vanguard International Dividend Appreciation ETF shares in Q2 2022, an estimated $1K.
Sterling Investment Advisors (Pennsylvania) first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and held it in 2 quarters.
Sterling Investment Advisors (Pennsylvania)'s Vanguard International Dividend Appreciation ETF position peaked at $1K in Q1 2022.
304 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q2 2022, filed 5 Aug 2022.