TVWM
VIGI icon

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

Tower View 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
Q2 		– Sell
-5,845
Closed -$477K – 201
2024
Q1 		$477K Buy
5,845
+159
+3% +$12.7K 0.28% 49
2023
Q4 		$451K Buy
5,686
+280
+5% +$20.6K 0.28% 48
2023
Q3 		$386K Buy
5,406
+158
+3% +$11.8K 0.27% 47
2023
Q2 		$394K Sell
5,248
-1,209
-19% -$91K 0.27% 46
2023
Q1 		$476K Buy
6,457
+392
+6% +$28.4K 0.32% 48
2022
Q4 		$422K Sell
6,065
-229
-4% -$15.4K 0.29% 50
2022
Q3 		$390K Sell
6,294
-252
-4% -$17.2K 0.3% 52
2022
Q2 		$449K Sell
6,546
-4,994
-43% -$366K 0.33% 51
2022
Q1 		$912K Buy
11,540
+1,216
+12% +$96.9K 0.49% 54
2021
Q4 		$882K Buy
10,324
+2,323
+29% +$206K 0.45% 58
2021
Q3 		$698K Buy
8,001
+151
+2% +$13.5K 0.39% 59
2021
Q2 		$687K Buy
7,850
+462
+6% +$39.9K 0.35% 64
2021
Q1 		$612K Buy
+7,388
New +$615K 0.34% 67

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

Tower View Wealth Management's VIGI Position: Q2 2024 in Review

Tower View Wealth Management sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q2 2024, closing a stake of 5,845 shares — an estimated $477K sold.

Tower View Wealth Management first reported a position in VIGI in Q1 2021 and held it in 13 quarters. The position peaked at $912K in Q1 2022. 438 funds tracked by Wall St. Rank hold VIGI as of Q2 2024.

  • Tower View Wealth Management reported no remaining Vanguard International Dividend Appreciation ETF position as of Q2 2024 after selling out during the quarter.
  • Tower View Wealth Management sold 5,845 Vanguard International Dividend Appreciation ETF shares in Q2 2024, an estimated $477K.
  • Tower View Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2021 and held it in 13 quarters.
  • Tower View Wealth Management's Vanguard International Dividend Appreciation ETF position peaked at $912K in Q1 2022.
  • 438 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q2 2024.

Based on Tower View Wealth Management's 13F filing for Q2 2024, filed 26 Jul 2024.