Total Clarity Wealth Management’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Total Clarity Wealth Management’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-388	Closed	-$56K	–	953
2022 Q2	$56K	Buy	+388	New	+$59.1K	0.03%	397
2022 Q1	–	Sell	-305	Closed	-$52K	–	892
2021 Q4	$52K	Hold	305	–	–	0.02%	396
2021 Q3	$47K	Buy	+305	New	+$48.6K	0.02%	420
2021 Q2	–	Sell	-305	Closed	-$45K	–	725
2021 Q1	$45K	Buy	+305	New	+$43.4K	0.03%	359
2020 Q2	–	Sell	-2,169	Closed	-$224K	–	130
2020 Q1	$224K	Sell	2,169 -1,167	-35%	-$139K	0.35%	87
2019 Q4	$416K	Buy	+3,336	New	+$404K	0.31%	72

Other funds holding VIG

CWA

CM Wealth Advisors Beachwood, Ohio $470M AUM 19.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $15.5B AUM 18.35% 1-Year Est. Return

Total Clarity Wealth Management's VIG Position: Q3 2022 in Review

Total Clarity Wealth Management sold out of Vanguard Dividend Appreciation ETF (VIG) in Q3 2022, closing a stake of 388 shares — an estimated $56K sold.

Total Clarity Wealth Management first reported a position in VIG in Q4 2019 and held it in 6 quarters. The position peaked at $416K in Q4 2019. 1,643 funds tracked by Wall St. Rank hold VIG as of Q3 2022.

Total Clarity Wealth Management reported no remaining Vanguard Dividend Appreciation ETF position as of Q3 2022 after selling out during the quarter.
Total Clarity Wealth Management sold 388 Vanguard Dividend Appreciation ETF shares in Q3 2022, an estimated $56K.
Total Clarity Wealth Management first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and held it in 6 quarters.
Total Clarity Wealth Management's Vanguard Dividend Appreciation ETF position peaked at $416K in Q4 2019.
1,643 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2022.

Based on Total Clarity Wealth Management's 13F filing for Q3 2022, filed 4 Nov 2022.