Clear Perspectives Financial Planning’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | $10.5M | Buy |
68,074
+57,843
| +565% | +$8.91M | 5.88% | 7 |
|
|
2022
Q4 | $1.55M | Sell |
10,231
-206
| -2% | -$31.3K | 0.83% | 26 |
|
|
2022
Q3 | $1.41M | Sell |
10,437
-735
| -7% | -$99.4K | 0.69% | 28 |
|
|
2022
Q2 | $1.6M | Sell |
11,172
-23,881
| -68% | -$3.43M | 0.63% | 27 |
|
|
2022
Q1 | $5.68M | Sell |
35,053
-25,451
| -42% | -$4.13M | 2.15% | 12 |
|
|
2021
Q4 | $10.4M | Sell |
60,504
-3,446
| -5% | -$592K | 4.2% | 9 |
|
|
2021
Q3 | $9.82M | Sell |
63,950
-15,432
| -19% | -$2.37M | 4.45% | 8 |
|
|
2021
Q2 | $12.3M | Sell |
79,382
-7,596
| -9% | -$1.18M | 5.93% | 5 |
|
|
2021
Q1 | $12.8M | Sell |
86,978
-2,019
| -2% | -$297K | 7.41% | 4 |
|
|
2020
Q4 | $12.6M | Buy |
+88,997
| New | +$12.6M | 7.96% | 2 |
|