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WealthStone’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

WealthStone’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
2020
Q3 		– Sell
-8,000
Closed -$537K – 245
2020
Q2 		$537K Buy
+8,000
New +$507K 0.26% 57

Other funds holding VIGI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ECG
Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return
TWM
Tanglewood Wealth Management Houston, Texas $1.21B AUM 19.59% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Capital Advantage Walnut Creek, California $820M AUM 20.6% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BOPW
Brandywine Oak Private Wealth Kennett Square, Pennsylvania $1.32B AUM 20.76% 1-Year Est. Return

WealthStone's VIGI Position: Q3 2020 in Review

WealthStone sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q3 2020, closing a stake of 8,000 shares — an estimated $537K sold.

WealthStone first reported a position in VIGI in Q2 2020 and held it in 1 quarter. The position peaked at $537K in Q2 2020. 207 funds tracked by Wall St. Rank hold VIGI as of Q3 2020.

  • WealthStone reported no remaining Vanguard International Dividend Appreciation ETF position as of Q3 2020 after selling out during the quarter.
  • WealthStone sold 8,000 Vanguard International Dividend Appreciation ETF shares in Q3 2020, an estimated $537K.
  • WealthStone first reported a position in Vanguard International Dividend Appreciation ETF in Q2 2020 and held it in 1 quarter.
  • WealthStone's Vanguard International Dividend Appreciation ETF position peaked at $537K in Q2 2020.
  • 207 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2020.

Based on WealthStone's 13F filing for Q3 2020, filed 9 Nov 2020.