Clearstead Trust’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $156K | Sell |
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|
2025
Q2 | $175K | Buy |
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|
2025
Q1 | $104K | Sell |
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|
2024
Q4 | $108K | Hold |
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|
2024
Q3 | $109K | Hold |
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|
2024
Q2 | $100K | Hold |
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|
2024
Q1 | $100K | Hold |
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|
2023
Q4 | $93.5K | Hold |
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|
2023
Q3 | $85.3K | Hold |
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|
2023
Q2 | $89.2K | Buy |
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|
2023
Q1 | $64.2K | Hold |
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|
2022
Q4 | $63K | Buy |
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|
2022
Q3 | $52K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $29K | Buy |
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