Clarity Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Clarity Wealth Advisors, LLC

$296 Million
Q1 2024

A detailed history of Clarity Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clarity Wealth Advisors, LLC holds 83,166 shares of VIG stock, worth $15.2 Million. This represents 5.14% of its overall portfolio holdings.

Number of Shares

83,166

Previous 81,561 1.97%

Holding current value

$15.2 Million

Previous $13.9 Million 9.28%

% of portfolio

5.14%

Previous 5.23%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 17, 2024	BUY	$168.47 - $182.98 $270,394 - $293,682	1,605 Added 1.97%	83,166 $15.2 Million
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $157,668 - $179,718	1,050 Added 1.3%	81,561 $13.9 Million
Q3 2023 Nov 06, 2023	BUY	$155.38 - $166.95 $21,597 - $23,206	139 Added 0.17%	80,511 $12.5 Million
Q2 2023 Jul 28, 2023	BUY	$152.74 - $162.43 $222,694 - $236,822	1,458 Added 1.85%	80,372 $13.1 Million
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $227,633 - $244,778	1,546 Added 2.0%	78,914 $12.2 Million

Q4 2022 Feb 06, 2023	SELL	$144.84 - $158.71 $35,485 - $38,883	-245 Reduced 0.32%	77,368 $11.7 Million
Q3 2022 Nov 01, 2022	BUY	N/A	3,162 Added 4.25%	77,613 $10.5 Million
Q2 2022 Jul 19, 2022	BUY	N/A	2,912 Added 4.07%	74,451 $10.7 Million
Q1 2022 May 02, 2022	BUY	N/A	3,541 Added 5.21%	71,539 $11.6 Million
Q4 2021 Jan 25, 2022	BUY	N/A	3,112 Added 4.8%	67,998 $11.7 Million
Q3 2021 Oct 20, 2021	BUY	N/A	5,079 Added 8.49%	64,886 $9.97 Million
Q2 2021 Aug 12, 2021	BUY	N/A	5,016 Added 9.15%	59,807 $9.26 Million
Q1 2021 Apr 28, 2021	BUY	N/A	4,814 Added 9.63%	54,791 $8.06 Million
Q4 2020 Feb 04, 2021	BUY	N/A	4,995 Added 11.1%	49,977 $7.06 Million
Q3 2020 Oct 13, 2020	BUY	N/A	11,496 Added 34.33%	44,982 $5.79 Million
Q2 2020 Aug 04, 2020	BUY	N/A	27,619 Added 470.75%	33,486 $3.92 Million
Q1 2020 Apr 29, 2020	BUY	N/A	1,252 Added 27.13%	5,867 $606,000
Q4 2019 Feb 10, 2020	BUY	N/A	4,615 New	4,615 $575,000

Others Institutions Holding VIG

# of Institutions

2,135

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Clarity Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History