CLA (CliftonLarsonAllen) Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $6.37M | Sell |
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2025
Q2 | $6.05M | Sell |
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|
2025
Q1 | $5.74M | Sell |
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|
2024
Q4 | $6.08M | Buy |
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|
2024
Q3 | $6.02M | Buy |
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|
2024
Q2 | $5.4M | Buy |
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|
2024
Q1 | $5.29M | Sell |
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|
2023
Q4 | $5.76M | Buy |
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|
2023
Q3 | $5M | Sell |
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|
2023
Q2 | $6.66M | Sell |
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|
2023
Q1 | $6.87M | Sell |
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|
2022
Q4 | $7M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $9.55M | Sell |
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|
2022
Q1 | $12.7M | Sell |
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|
2021
Q4 | $94.3M | Buy |
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|
2021
Q3 | $82.9M | Buy |
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|
2021
Q2 | $78.4M | Buy |
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|
2021
Q1 | $65.7M | Buy |
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|
2020
Q4 | $47.5M | Buy |
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|
2020
Q3 | $37.1M | Buy |
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|
2020
Q2 | $28.4M | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $220K | Buy |
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