Tempus Wealth Planning’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Tempus Wealth Planning’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 Q1	–	Sell	-20,409	Closed	-$1.62M	–	209
2023 Q4	$1.62M	Buy	+20,409	New	+$1.5M	0.71%	36
2023 Q3	–	Sell	-20,148	Closed	-$1.51M	–	191
2023 Q2	$1.51M	Buy	+20,148	New	+$1.52M	0.68%	42
2021 Q4	–	Sell	-16,530	Closed	-$1.44M	–	156
2021 Q3	$1.44M	Buy	16,530 +855	+5%	+$76.4K	0.82%	33
2021 Q2	$1.37M	Buy	15,675 +1,070	+7%	+$92.4K	0.91%	30
2021 Q1	$1.21M	Buy	+14,605	New	+$1.22M	1.28%	22

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

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

CCWA

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

Citigroup New York $303B AUM 53.02% 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

ECG

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

Tempus Wealth Planning's VIGI Position: Q1 2024 in Review

Tempus Wealth Planning sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q1 2024, closing a stake of 20,409 shares — an estimated $1.62M sold.

Tempus Wealth Planning first reported a position in VIGI in Q1 2021 and held it in 5 quarters. The position peaked at $1.62M in Q4 2023. 435 funds tracked by Wall St. Rank hold VIGI as of Q1 2024.

Tempus Wealth Planning reported no remaining Vanguard International Dividend Appreciation ETF position as of Q1 2024 after selling out during the quarter.
Tempus Wealth Planning sold 20,409 Vanguard International Dividend Appreciation ETF shares in Q1 2024, an estimated $1.62M.
Tempus Wealth Planning first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2021 and held it in 5 quarters.
Tempus Wealth Planning's Vanguard International Dividend Appreciation ETF position peaked at $1.62M in Q4 2023.
435 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2024.

Based on Tempus Wealth Planning's 13F filing for Q1 2024, filed 19 Apr 2024.