TTWM
VIGI icon

TCV Trust & Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

TCV Trust & 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
2024
Q3 		– Sell
-3,459
Closed -$281K – 208
2024
Q2 		$281K Hold
3,459
– – 0.03% 168
2024
Q1 		$282K Hold
3,459
– – 0.03% 171
2023
Q4 		$274K Buy
+3,459
New +$255K 0.03% 166

Other funds holding VIGI

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
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PPW
Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

TCV Trust & Wealth Management's VIGI Position: Q3 2024 in Review

TCV Trust & Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2024, closing a stake of 3,459 shares — an estimated $281K sold.

TCV Trust & Wealth Management first reported a position in VIGI in Q4 2023 and held it in 3 quarters. The position peaked at $282K in Q1 2024. 464 funds tracked by Wall St. Rank hold VIGI as of Q3 2024.

  • TCV Trust & Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2024 after selling out during the quarter.
  • TCV Trust & Wealth Management sold 3,459 Vanguard International Dividend Appreciation ETF shares in Q3 2024, an estimated $281K.
  • TCV Trust & Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2023 and held it in 3 quarters.
  • TCV Trust & Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $282K in Q1 2024.
  • 464 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2024.

Based on TCV Trust & Wealth Management's 13F filing for Q3 2024, filed 24 Oct 2024.