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Wagner Wealth Management (South Carolina)’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q3 		$176K Sell
2,729
-1,099
-29% -$71.6K 0.12% 131
2018
Q2 		$248K Sell
3,828
-6,544
-63% -$430K 0.18% 100
2018
Q1 		$668K Buy
10,372
+3,300
+47% +$219K 0.51% 49
2017
Q4 		$477K Buy
+7,072
New +$460K 0.36% 62

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCT
Country Club Trust Kansas City, Missouri $1.27B AUM 22.67% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s VIGI Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) reduced its Vanguard International Dividend Appreciation ETF (VIGI) stake by 29% in Q3 2018, selling an estimated $71.6K and leaving 2,729 shares worth $176K. The position accounts for 0.12% of the portfolio, ranked #131.

Wagner Wealth Management (South Carolina) first reported a position in VIGI in Q4 2017 and has held it in 4 quarters since. The position peaked at $668K in Q1 2018. 86 funds tracked by Wall St. Rank hold VIGI as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 2,729 shares of Vanguard International Dividend Appreciation ETF worth $176K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) sold 1,099 Vanguard International Dividend Appreciation ETF shares in Q3 2018, an estimated $71.6K.
  • Vanguard International Dividend Appreciation ETF made up 0.12% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #131 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2017 and has held it in 4 quarters since.
  • Wagner Wealth Management (South Carolina)'s Vanguard International Dividend Appreciation ETF position peaked at $668K in Q1 2018.
  • 86 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.