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

SVA 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
2020 Q4	$1.88M	Sell	23,047 -2,097	-8%	-$161K	0.16%	103
2020 Q3	$1.81M	Sell	25,144 -376	-1%	-$26.8K	0.18%	98
2020 Q2	$1.71M	Sell	25,520 -726	-3%	-$46K	0.18%	102
2020 Q1	$1.53M	Buy	26,246 +5,788	+28%	+$391K	0.18%	95
2019 Q4	$1.47M	Sell	20,458 -146	-0.7%	-$10.1K	0.14%	110
2019 Q3	$1.37M	Sell	20,604 -94	-0.5%	-$6.26K	0.13%	109
2019 Q2	$1.41M	Sell	20,698 -436	-2%	-$28.7K	0.14%	111
2019 Q1	$1.36M	Sell	21,134 -1,650	-7%	-$102K	0.13%	115
2018 Q4	$1.31M	Buy	22,784 +17,239	+311%	+$1.02M	0.15%	107
2018 Q3	$357K	Buy	5,545 +1,639	+42%	+$107K	0.04%	176
2018 Q2	$253K	Buy	+3,906	New	+$257K	0.03%	194

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

SVA Wealth Management's VIGI Position: Q4 2020 in Review

SVA Wealth Management reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 8.3% in Q4 2020, selling an estimated $161K and leaving 23,047 shares worth $1.88M. The position accounts for 0.16% of the portfolio, ranked #103.

SVA Wealth Management first reported a position in VIGI in Q2 2018 and has held it in 11 quarters since. 250 funds tracked by Wall St. Rank hold VIGI as of Q4 2020.

SVA Wealth Management held 23,047 shares of Vanguard International Dividend Appreciation ETF worth $1.88M as of Q4 2020.
SVA Wealth Management sold 2,097 Vanguard International Dividend Appreciation ETF shares in Q4 2020, an estimated $161K.
Vanguard International Dividend Appreciation ETF made up 0.16% of SVA Wealth Management's portfolio in Q4 2020, its #103 holding.
SVA Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2018 and has held it in 11 quarters since.
250 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.