Clearview Wealth Advisors’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 | $266K | Sell |
1,302
-8
| -0.6% | -$1.64K | 0.19% | 92 |
|
|
2025
Q1 | $254K | Sell |
1,310
-21
| -2% | -$4.07K | 0.19% | 91 |
|
|
2024
Q4 | $261K | Buy |
1,331
+22
| +2% | +$4.31K | 0.2% | 84 |
|
|
2024
Q3 | $259K | Sell |
1,309
-127
| -9% | -$25.1K | 0.2% | 85 |
|
|
2024
Q2 | $262K | Sell |
1,436
-60
| -4% | -$11K | 0.23% | 84 |
|
|
2024
Q1 | $273K | Sell |
1,496
-512
| -25% | -$93.5K | 0.28% | 90 |
|
|
2023
Q4 | $342K | Sell |
2,008
-26
| -1% | -$4.43K | 0.4% | 82 |
|
|
2023
Q3 | $316K | Sell |
2,034
-281
| -12% | -$43.7K | 0.39% | 85 |
|
|
2023
Q2 | $376K | Sell |
2,315
-64
| -3% | -$10.4K | 0.38% | 74 |
|
|
2023
Q1 | $366K | Sell |
2,379
-6,763
| -74% | -$1.04M | 0.37% | 79 |
|
|
2022
Q4 | $1.39M | Buy |
9,142
+8,059
| +744% | +$1.22M | 1.07% | 19 |
|
|
2022
Q3 | $146K | Hold |
1,083
| – | – | 0.12% | 92 |
|
|
2022
Q2 | $155K | Sell |
1,083
-32
| -3% | -$4.58K | 0.12% | 93 |
|
|
2022
Q1 | $181K | Sell |
1,115
-1,232
| -52% | -$200K | 0.12% | 90 |
|
|
2021
Q4 | $403K | Buy |
2,347
+246
| +12% | +$42.2K | 0.25% | 83 |
|
|
2021
Q3 | $323K | Sell |
2,101
-755
| -26% | -$116K | 0.2% | 93 |
|
|
2021
Q2 | $442K | Sell |
2,856
-21
| -0.7% | -$3.25K | 0.27% | 75 |
|
|
2021
Q1 | $423K | Sell |
2,877
-27
| -0.9% | -$3.97K | 0.27% | 74 |
|
|
2020
Q4 | $410K | Buy |
+2,904
| New | +$410K | 0.28% | 71 |
|