CHAM
Clear Harbor Asset Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
14,638
+636
| +5% | +$130K | 0.22% | 88 |
|
|
2025
Q1 | $2.72M | Buy |
14,002
+684
| +5% | +$133K | 0.21% | 87 |
|
|
2024
Q4 | $2.61M | Buy |
13,318
+6,720
| +102% | +$1.32M | 0.21% | 91 |
|
|
2024
Q3 | $1.31M | Buy |
6,598
+70
| +1% | +$13.9K | 0.11% | 141 |
|
|
2024
Q2 | $1.19M | Buy |
6,528
+227
| +4% | +$41.4K | 0.1% | 142 |
|
|
2024
Q1 | $1.15M | Buy |
+6,301
| New | +$1.15M | 0.1% | 142 |
|
|
2020
Q4 | – | Sell |
-81
| Closed | -$10.4K | – | 702 |
|
|
2020
Q3 | $10.4K | Buy |
+81
| New | +$10.4K | ﹤0.01% | 576 |
|
|
2020
Q1 | – | Sell |
-333
| Closed | -$41.5K | – | 656 |
|
|
2019
Q4 | $41.5K | Buy |
+333
| New | +$41.5K | 0.01% | 425 |
|