Clarity Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Buy |
98,217
+2,486
| +3% | +$509K | 4.96% | 5 |
|
|
2025
Q1 | $18.6M | Buy |
95,731
+2,687
| +3% | +$521K | 5.15% | 5 |
|
|
2024
Q4 | $18.2M | Buy |
93,044
+5,099
| +6% | +$999K | 4.97% | 5 |
|
|
2024
Q3 | $17.4M | Buy |
87,945
+4,720
| +6% | +$935K | 5.06% | 5 |
|
|
2024
Q2 | $15.2M | Buy |
83,225
+59
| +0.1% | +$10.8K | 4.91% | 5 |
|
|
2024
Q1 | $15.2M | Buy |
83,166
+1,605
| +2% | +$293K | 5.14% | 5 |
|
|
2023
Q4 | $13.9M | Buy |
81,561
+1,050
| +1% | +$179K | 5.25% | 5 |
|
|
2023
Q3 | $12.5M | Buy |
80,511
+139
| +0.2% | +$21.6K | 5.68% | 5 |
|
|
2023
Q2 | $13.1M | Buy |
80,372
+1,458
| +2% | +$237K | 5.86% | 5 |
|
|
2023
Q1 | $12.2M | Buy |
78,914
+1,546
| +2% | +$238K | 6.2% | 5 |
|
|
2022
Q4 | $11.7M | Sell |
77,368
-245
| -0.3% | -$37.2K | 6.77% | 5 |
|
|
2022
Q3 | $10.5M | Buy |
77,613
+3,162
| +4% | +$427K | 6.32% | 5 |
|
|
2022
Q2 | $10.7M | Buy |
74,451
+2,912
| +4% | +$418K | 6.11% | 5 |
|
|
2022
Q1 | $11.6M | Buy |
71,539
+3,541
| +5% | +$574K | 5.51% | 5 |
|
|
2021
Q4 | $11.7M | Buy |
67,998
+3,112
| +5% | +$534K | 5.43% | 5 |
|
|
2021
Q3 | $9.97M | Buy |
64,886
+5,079
| +8% | +$780K | 4.91% | 5 |
|
|
2021
Q2 | $9.26M | Buy |
59,807
+5,016
| +9% | +$776K | 4.81% | 8 |
|
|
2021
Q1 | $8.06M | Buy |
54,791
+4,814
| +10% | +$708K | 4.59% | 8 |
|
|
2020
Q4 | $7.06M | Buy |
49,977
+4,995
| +11% | +$705K | 4.28% | 8 |
|
|
2020
Q3 | $5.79M | Buy |
44,982
+11,496
| +34% | +$1.48M | 4.15% | 7 |
|
|
2020
Q2 | $3.92M | Buy |
33,486
+27,619
| +471% | +$3.24M | 3.09% | 8 |
|
|
2020
Q1 | $606K | Buy |
5,867
+1,252
| +27% | +$129K | 0.63% | 31 |
|
|
2019
Q4 | $575K | Buy |
+4,615
| New | +$575K | 0.48% | 36 |
|