Wealthspan Partners’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Wealthspan Partners’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
2023 Q3	–	Sell	-2,920	Closed	-$219K	–	82
2023 Q2	$219K	Sell	2,920 -40	-1%	-$3.01K	0.17%	74
2023 Q1	$218K	Sell	2,960 -962	-25%	-$69.6K	0.19%	69
2022 Q4	$273K	Sell	3,922 -414	-10%	-$27.9K	0.25%	63
2022 Q3	$269K	Sell	4,336 -474	-10%	-$32.4K	0.28%	57
2022 Q2	$330K	Sell	4,810 -2,171	-31%	-$159K	0.34%	49
2022 Q1	$552K	Sell	6,981 -1,138	-14%	-$90.7K	0.5%	35
2021 Q4	$693K	Buy	+8,119	New	+$721K	0.61%	31

Other funds holding VIGI

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

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

CCWA

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspan Partners's VIGI Position: Q3 2023 in Review

Wealthspan Partners sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2023, closing a stake of 2,920 shares — an estimated $219K sold.

Wealthspan Partners first reported a position in VIGI in Q4 2021 and held it in 7 quarters. The position peaked at $693K in Q4 2021. 373 funds tracked by Wall St. Rank hold VIGI as of Q3 2023.

Wealthspan Partners reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2023 after selling out during the quarter.
Wealthspan Partners sold 2,920 Vanguard International Dividend Appreciation ETF shares in Q3 2023, an estimated $219K.
Wealthspan Partners first reported a position in Vanguard International Dividend Appreciation ETF in Q4 2021 and held it in 7 quarters.
Wealthspan Partners's Vanguard International Dividend Appreciation ETF position peaked at $693K in Q4 2021.
373 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2023.

Based on Wealthspan Partners's 13F filing for Q3 2023, filed 1 Nov 2023.