Clear Perspective Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Clear Perspective Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$1.17M	Sell	6,792 -165	-2%	-$27.2K	0.35%	50
2021 Q3	$1.07M	Sell	6,957 -375	-5%	-$59.8K	0.37%	50
2021 Q2	$1.14M	Hold	7,332	–	–	0.39%	49
2021 Q1	$1.08M	Buy	7,332 +48	+0.7%	+$6.83K	0.42%	46
2020 Q4	$1.03M	Hold	7,284	–	–	0.42%	44
2020 Q3	$7.27K	Hold	7,284	–	–	3.41%	7
2020 Q2	$854K	Hold	7,284	–	–	0.47%	39
2020 Q1	$753K	Sell	7,284 -300	-4%	-$35.8K	0.5%	40
2019 Q4	$945K	Sell	7,584 -7,704	-50%	-$932K	0.58%	45
2019 Q3	$1.79M	Buy	15,288 +7,644	+100%	+$902K	0.81%	29
2019 Q2	$880K	Buy	7,644 +90	+1%	+$10.1K	0.56%	44
2019 Q1	$828K	Hold	7,554	–	–	0.59%	48
2018 Q4	$740K	Buy	7,554 +800	+12%	+$83.4K	0.62%	45
2018 Q3	$748K	Hold	6,754	–	–	0.55%	52
2018 Q2	$686K	Buy	6,754 +70	+1%	+$7.13K	0.48%	56
2018 Q1	$675K	Hold	6,684	–	–	0.5%	54
2017 Q4	$682K	Hold	6,684	–	–	0.52%	52
2017 Q3	$634K	Hold	6,684	–	–	0.52%	50
2017 Q2	$619K	Buy	6,684 +1,634	+32%	+$150K	0.52%	50
2017 Q1	$454K	Hold	5,050	–	–	0.3%	72
2016 Q4	$430K	Buy	+5,050	New	+$425K	0.29%	78

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Clear Perspective Advisors's VIG Position: Q4 2021 in Review

Clear Perspective Advisors reduced its Vanguard Dividend Appreciation ETF (VIG) stake by 2.4% in Q4 2021, selling an estimated $27.2K and leaving 6,792 shares worth $1.17M. The position accounts for 0.35% of the portfolio, ranked #50.

Clear Perspective Advisors first reported a position in VIG in Q4 2016 and has held it in 21 quarters since. The position peaked at $1.79M in Q3 2019. 1,720 funds tracked by Wall St. Rank hold VIG as of Q4 2021.

Clear Perspective Advisors held 6,792 shares of Vanguard Dividend Appreciation ETF worth $1.17M as of Q4 2021.
Clear Perspective Advisors sold 165 Vanguard Dividend Appreciation ETF shares in Q4 2021, an estimated $27.2K.
Vanguard Dividend Appreciation ETF made up 0.35% of Clear Perspective Advisors's portfolio in Q4 2021, its #50 holding.
Clear Perspective Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 21 quarters since.
Clear Perspective Advisors's Vanguard Dividend Appreciation ETF position peaked at $1.79M in Q3 2019.
1,720 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.