Whitegate Investment Counselors’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Whitegate Investment Counselors’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
2021 Q4	–	Sell	-77,548	Closed	-$6.76M	–	206
2021 Q3	$6.76M	Buy	77,548 +1,149	+2%	+$103K	0.96%	29
2021 Q2	$6.68M	Buy	76,399 +993	+1%	+$85.8K	0.95%	28
2021 Q1	$6.25M	Buy	75,406 +1,432	+2%	+$119K	0.95%	29
2020 Q4	$6.02M	Buy	73,974 +4,141	+6%	+$318K	0.97%	30
2020 Q3	$5.03M	Buy	69,833 +15,905	+29%	+$1.14M	0.92%	34
2020 Q2	$3.62M	Buy	53,928 +3,443	+7%	+$218K	0.72%	41
2020 Q1	$2.94M	Sell	50,485 -2,601	-5%	-$176K	0.71%	48
2019 Q4	$3.83M	Buy	53,086 +3,834	+8%	+$266K	0.69%	49
2019 Q3	$3.28M	Sell	49,252 -494	-1%	-$32.9K	0.64%	57
2019 Q2	$3.38M	Buy	49,746 +647	+1%	+$42.6K	0.68%	56
2019 Q1	$3.17M	Buy	49,099 +1,209	+3%	+$74.8K	0.66%	60
2018 Q4	$2.76M	Sell	47,890 -9,511	-17%	-$565K	0.64%	56
2018 Q3	$3.7M	Buy	57,401 +8,274	+17%	+$539K	0.75%	43
2018 Q2	$3.18M	Buy	49,127 +3,365	+7%	+$221K	0.65%	54
2018 Q1	$2.95M	Buy	45,762 +1,550	+4%	+$103K	0.63%	54
2017 Q4	$2.93M	Buy	44,212 +5,705	+15%	+$371K	0.61%	58
2017 Q3	$2.46M	Buy	+38,507	New	+$2.43M	0.54%	64

Other funds holding VIGI

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

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

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

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

ECG

Edge Capital Group Atlanta, Georgia $2.24B AUM 19.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Whitegate Investment Counselors's VIGI Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Vanguard International Dividend Appreciation ETF (VIGI) in Q4 2021, closing a stake of 77,548 shares — an estimated $6.76M sold.

Whitegate Investment Counselors first reported a position in VIGI in Q3 2017 and held it in 17 quarters. The position peaked at $6.76M in Q3 2021. 316 funds tracked by Wall St. Rank hold VIGI as of Q4 2021.

Whitegate Investment Counselors reported no remaining Vanguard International Dividend Appreciation ETF position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 77,548 Vanguard International Dividend Appreciation ETF shares in Q4 2021, an estimated $6.76M.
Whitegate Investment Counselors first reported a position in Vanguard International Dividend Appreciation ETF in Q3 2017 and held it in 17 quarters.
Whitegate Investment Counselors's Vanguard International Dividend Appreciation ETF position peaked at $6.76M in Q3 2021.
316 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.