Wade Financial Advisory’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Wade Financial Advisory’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
2025 Q1	$4.41M	Sell	53,213 -1,217	-2%	-$101K	1.51%	17
2024 Q4	$4.35M	Sell	54,430 -615	-1%	-$51.6K	1.47%	17
2024 Q3	$4.86M	Sell	55,045 -715	-1%	-$60.7K	1.64%	17
2024 Q2	$4.53M	Sell	55,760 -2,556	-4%	-$205K	1.63%	16
2024 Q1	$4.75M	Sell	58,316 -3,211	-5%	-$257K	1.73%	15
2023 Q4	$4.88M	Sell	61,527 -1,470	-2%	-$108K	1.85%	18
2023 Q3	$4.49M	Hold	62,997	–	–	1.92%	17
2023 Q2	$4.73M	Hold	62,997	–	–	1.87%	18
2023 Q1	$4.64M	Sell	62,997 -1,747	-3%	-$126K	1.95%	19
2022 Q4	$4.51M	Buy	64,744 +16,670	+35%	+$1.12M	2.04%	18
2022 Q3	$2.98M	Sell	48,074 -8,580	-15%	-$586K	1.49%	21
2022 Q2	$3.89M	Buy	56,654 +6,541	+13%	+$479K	1.84%	18
2022 Q1	$3.96M	Buy	50,113 +19,380	+63%	+$1.54M	1.7%	20
2021 Q4	$2.63M	Hold	30,733	–	–	1.36%	20
2021 Q3	$2.68M	Sell	30,733 -60	-0.2%	-$5.36K	1.51%	19
2021 Q2	$2.69M	Buy	30,793 +315	+1%	+$27.2K	1.48%	19
2021 Q1	$2.52M	Sell	30,478 -110	-0.4%	-$9.16K	1.6%	19
2020 Q4	$2.49M	Sell	30,588 -52	-0.2%	-$3.99K	1.67%	19
2020 Q3	$2.21M	Sell	30,640 -469	-2%	-$33.5K	1.74%	19
2020 Q2	$2.09M	Sell	31,109 -3,935	-11%	-$249K	1.8%	18
2020 Q1	$2.04M	Buy	+35,044	New	+$2.37M	2.04%	17

Other funds holding VIGI

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CCWA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Wade Financial Advisory's VIGI Position: Q1 2025 in Review

Wade Financial Advisory reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 2.2% in Q1 2025, selling an estimated $101K and leaving 53,213 shares worth $4.41M. The position accounts for 1.51% of the portfolio, ranked #17.

Wade Financial Advisory first reported a position in VIGI in Q1 2020 and has held it in 21 quarters since. The position peaked at $4.88M in Q4 2023. 506 funds tracked by Wall St. Rank hold VIGI as of Q1 2025.

Wade Financial Advisory held 53,213 shares of Vanguard International Dividend Appreciation ETF worth $4.41M as of Q1 2025.
Wade Financial Advisory sold 1,217 Vanguard International Dividend Appreciation ETF shares in Q1 2025, an estimated $101K.
Vanguard International Dividend Appreciation ETF made up 1.51% of Wade Financial Advisory's portfolio in Q1 2025, its #17 holding.
Wade Financial Advisory first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2020 and has held it in 21 quarters since.
Wade Financial Advisory's Vanguard International Dividend Appreciation ETF position peaked at $4.88M in Q4 2023.
506 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q1 2025.

Based on Wade Financial Advisory's 13F filing for Q1 2025, filed 9 May 2025.