Clayton Financial Group’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 | – | Sell |
-2,192
| Closed | -$425K | – | 109 |
|
|
2025
Q1 | $425K | Buy |
2,192
+441
| +25% | +$85.6K | 0.16% | 73 |
|
|
2024
Q4 | $343K | Sell |
1,751
-43
| -2% | -$8.42K | 0.12% | 86 |
|
|
2024
Q3 | $355K | Sell |
1,794
-149
| -8% | -$29.5K | 0.13% | 84 |
|
|
2024
Q2 | $355K | Hold |
1,943
| – | – | 0.15% | 70 |
|
|
2024
Q1 | $355K | Buy |
+1,943
| New | +$355K | 0.16% | 69 |
|