Clifford Swan Investment Counsel’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 | $432K | Sell |
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|
2025
Q2 | $455K | Buy |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $411K | Hold |
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|
2024
Q3 | $416K | Hold |
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|
2024
Q2 | $383K | Buy |
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|
2024
Q1 | $346K | Hold |
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|
2023
Q4 | $323K | Sell |
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|
2023
Q3 | $375K | Sell |
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|
2023
Q2 | $398K | Hold |
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|
2023
Q1 | $377K | Hold |
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|
2022
Q4 | $372K | Hold |
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|
2022
Q3 | $331K | Buy |
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|
2022
Q2 | $346K | Hold |
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|
2022
Q1 | $391K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $396K | Sell |
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|
2021
Q2 | $449K | Buy |
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|
2021
Q1 | $308K | Hold |
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|
2020
Q4 | $295K | Hold |
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|
2020
Q3 | $269K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $205K | Buy |
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|
2019
Q4 | $209K | Hold |
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|
2019
Q3 | $200K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $206K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $212K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $237K | Buy |
|