Windsor Wealth Management’s Vanguard International Dividend Appreciation ETF VIGI Stock Holding History

Windsor Wealth Management’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	$7.38M	Buy	103,509 +5,435	+6%	+$404K	1.35%	22
2023 Q2	$7.36M	Buy	98,074 +11,719	+14%	+$882K	1.32%	22
2023 Q1	$6.39M	Buy	86,355 +20,451	+31%	+$1.48M	1.24%	23
2022 Q4	$4.72M	Buy	65,904 +36,232	+122%	+$2.44M	0.97%	26
2022 Q3	$1.85M	Buy	29,672 +18,460	+165%	+$1.26M	0.46%	45
2022 Q2	$766K	Buy	11,212 +4,869	+77%	+$357K	0.2%	72
2022 Q1	$503K	Buy	+6,343	New	+$506K	0.09%	148

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

Windsor Wealth Management's VIGI Position: Q3 2023 in Review

Windsor Wealth Management increased its Vanguard International Dividend Appreciation ETF (VIGI) stake by 5.5% in Q3 2023, buying an estimated $404K and bringing the position to 103,509 shares worth $7.38M. The position accounts for 1.35% of the portfolio, ranked #22.

Windsor Wealth Management first reported a position in VIGI in Q1 2022 and has held it in 7 quarters since. 373 funds tracked by Wall St. Rank hold VIGI as of Q3 2023.

Windsor Wealth Management held 103,509 shares of Vanguard International Dividend Appreciation ETF worth $7.38M as of Q3 2023.
Windsor Wealth Management bought 5,435 Vanguard International Dividend Appreciation ETF shares in Q3 2023, an estimated $404K.
Vanguard International Dividend Appreciation ETF made up 1.35% of Windsor Wealth Management's portfolio in Q3 2023, its #22 holding.
Windsor Wealth Management first reported a position in Vanguard International Dividend Appreciation ETF in Q1 2022 and has held it in 7 quarters since.
373 funds tracked by Wall St. Rank held Vanguard International Dividend Appreciation ETF as of Q3 2023.

Based on Windsor Wealth Management's 13F filing for Q3 2023, filed 24 Oct 2023.