Clear Creek Financial Management’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 | $6.2M | Sell |
30,268
-2,669
| -8% | -$546K | 0.59% | 31 |
|
|
2025
Q1 | $6.39M | Sell |
32,937
-759
| -2% | -$147K | 0.66% | 30 |
|
|
2024
Q4 | $6.6M | Buy |
33,696
+1,818
| +6% | +$356K | 0.71% | 34 |
|
|
2024
Q3 | $6.31M | Sell |
31,878
-582
| -2% | -$115K | 0.71% | 31 |
|
|
2024
Q2 | $5.91M | Buy |
32,460
+769
| +2% | +$140K | 0.72% | 30 |
|
|
2024
Q1 | $5.77M | Buy |
31,691
+19,330
| +156% | +$3.52M | 0.74% | 30 |
|
|
2023
Q4 | $2.1M | Buy |
12,361
+7,244
| +142% | +$1.23M | 0.33% | 66 |
|
|
2023
Q3 | $801K | Buy |
5,117
+13
| +0.3% | +$2.04K | 0.14% | 118 |
|
|
2023
Q2 | $829K | Sell |
5,104
-53
| -1% | -$8.61K | 0.14% | 117 |
|
|
2023
Q1 | $794K | Sell |
5,157
-3,218
| -38% | -$496K | 0.15% | 120 |
|
|
2022
Q4 | $1.27M | Sell |
8,375
-1,008
| -11% | -$153K | 0.28% | 79 |
|
|
2022
Q3 | $1.27M | Sell |
9,383
-1,914
| -17% | -$259K | 0.28% | 69 |
|
|
2022
Q2 | $1.62M | Sell |
11,297
-13,943
| -55% | -$2M | 0.34% | 60 |
|
|
2022
Q1 | $4.09M | Sell |
25,240
-548
| -2% | -$88.9K | 0.64% | 35 |
|
|
2021
Q4 | $4.43M | Buy |
25,788
+2,460
| +11% | +$422K | 0.67% | 35 |
|
|
2021
Q3 | $3.58M | Buy |
23,328
+2,428
| +12% | +$373K | 0.58% | 47 |
|
|
2021
Q2 | $3.24M | Buy |
+20,900
| New | +$3.24M | 0.5% | 58 |
|
|
2021
Q1 | – | Sell |
-18,679
| Closed | -$2.64M | – | 251 |
|
|
2020
Q4 | $2.64M | Sell |
18,679
-122,549
| -87% | -$17.3M | 0.51% | 51 |
|
|
2020
Q3 | $18.2M | Buy |
141,228
+123,600
| +701% | +$15.9M | 0.82% | 28 |
|
|
2020
Q2 | $2.08M | Buy |
+17,628
| New | +$2.08M | 0.54% | 38 |
|