SFC
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Swisher Financial Concepts’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Swisher Financial Concepts’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
2026
Q1 		$592K Sell
6,698
-832
-11% -$76.8K 0.33% 46
2025
Q4 		$689K Sell
7,530
-71
-0.9% -$6.42K 0.39% 39
2025
Q3 		$681K Sell
7,601
-3,689
-33% -$329K 0.41% 39
2025
Q2 		$1.02M Sell
11,290
-3,899
-26% -$337K 0.66% 25
2025
Q1 		$1.26M Sell
15,189
-7,792
-34% -$648K 1.04% 17
2024
Q4 		$1.84M Sell
22,981
-77,666
-77% -$6.52M 2.16% 13
2024
Q3 		$8.4M Buy
100,647
+39,054
+63% +$3.32M 5.29% 6
2024
Q2 		$5.02M Buy
61,593
+1,254
+2% +$101K 5.08% 6
2024
Q1 		$4.82M Buy
60,339
+3,040
+5% +$244K 4.19% 9
2023
Q4 		$4.5M Buy
+57,299
New +$4.22M 4.33% 6

Other funds holding VIGI

EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return