Clearwater Capital 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 | $214K | Sell |
1,045
-15
| -1% | -$3.07K | 0.02% | 155 |
|
|
2025
Q1 | $206K | Hold |
1,060
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $207K | Sell |
1,060
-326
| -24% | -$63.8K | 0.02% | 166 |
|
|
2024
Q3 | $274K | Sell |
1,386
-104
| -7% | -$20.6K | 0.03% | 147 |
|
|
2024
Q2 | $272K | Buy |
+1,490
| New | +$272K | 0.03% | 135 |
|
|
2018
Q3 | – | Sell |
-4,234
| Closed | -$430K | – | 196 |
|
|
2018
Q2 | $430K | Hold |
4,234
| – | – | 0.09% | 131 |
|
|
2018
Q1 | $428K | Sell |
4,234
-32
| -0.8% | -$3.24K | 0.09% | 132 |
|
|
2017
Q4 | $435K | Sell |
4,266
-147
| -3% | -$15K | 0.1% | 129 |
|
|
2017
Q3 | $420K | Sell |
4,413
-152
| -3% | -$14.5K | 0.1% | 128 |
|
|
2017
Q2 | $423K | Buy |
4,565
+10
| +0.2% | +$927 | 0.11% | 119 |
|
|
2017
Q1 | $407K | Sell |
4,555
-620
| -12% | -$55.4K | 0.11% | 121 |
|
|
2016
Q4 | $442K | Sell |
5,175
-100
| -2% | -$8.54K | 0.15% | 104 |
|
|
2016
Q3 | $438K | Sell |
5,275
-631
| -11% | -$52.4K | 0.15% | 100 |
|
|
2016
Q2 | $492K | Buy |
+5,906
| New | +$492K | 0.18% | 93 |
|