MFA
McClarren Financial Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.71M | Buy |
32,809
+8,350
| +34% | +$1.71M | 4.37% | 7 |
|
|
2025
Q1 | $6.48M | Buy |
+24,459
| New | +$6.48M | 4.29% | 7 |
|
|
2024
Q4 | – | Sell |
-25,589
| Closed | -$28.7K | – | 308 |
|
|
2024
Q3 | $28.7K | Buy |
25,589
+15,732
| +160% | +$17.7K | 3.61% | 7 |
|
|
2024
Q2 | $6.39M | Sell |
9,857
-25,834
| -72% | -$16.8M | 4.46% | 7 |
|
|
2024
Q1 | $6.52M | Buy |
35,691
+90
| +0.3% | +$16.4K | 4.68% | 5 |
|
|
2023
Q4 | $6.07M | Buy |
35,601
+263
| +0.7% | +$44.8K | 4.62% | 5 |
|
|
2023
Q3 | $5.49M | Sell |
35,338
-842
| -2% | -$131K | 4.78% | 5 |
|
|
2023
Q2 | $5.88M | Sell |
36,180
-945
| -3% | -$153K | 4.86% | 5 |
|
|
2023
Q1 | $5.69M | Sell |
37,125
-1,339
| -3% | -$205K | 5.18% | 5 |
|
|
2022
Q4 | $5.84M | Buy |
38,464
+1,905
| +5% | +$289K | 5.55% | 5 |
|
|
2022
Q3 | $4.94M | Buy |
36,559
+23,288
| +175% | +$3.15M | 4.92% | 7 |
|
|
2022
Q2 | $1.9M | Sell |
13,271
-23,306
| -64% | -$3.34M | 6.09% | 7 |
|
|
2022
Q1 | $5.93M | Buy |
36,577
+119
| +0.3% | +$19.3K | 4.29% | 9 |
|
|
2021
Q4 | $6.26M | Sell |
36,458
-642
| -2% | -$110K | 4.27% | 9 |
|
|
2021
Q3 | $5.7M | Sell |
37,100
-5,956
| -14% | -$915K | 4.44% | 7 |
|
|
2021
Q2 | $6.66M | Sell |
43,056
-2,075
| -5% | -$321K | 5.4% | 5 |
|
|
2021
Q1 | $6.64M | Buy |
45,131
+75
| +0.2% | +$11K | 5.94% | 5 |
|
|
2020
Q4 | $6.36M | Buy |
+45,056
| New | +$6.36M | 6.11% | 5 |
|