Clearview Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Clearview Wealth Advisors LLC

  • $114 Million
  • Q2 2024

A detailed history of Clearview Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clearview Wealth Advisors LLC holds 1,436 shares of VIG stock, worth $261,567. This represents 0.23% of its overall portfolio holdings.

Number of Shares
1,436
Previous 1,496 4.01%
Holding current value
$261,567
Previous $273,000 4.03%
% of portfolio
0.23%
Previous 0.28%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $10,399 - $11,117
-60 Reduced 4.01%
1,436 $262,000
Q1 2024

Apr 09, 2024
SELL
$168.47 - $182.98 $86,256 - $93,685
-512 Reduced 25.5%
1,496 $273,000
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $3,904 - $4,450
-26 Reduced 1.28%
2,008 $342,000
Q3 2023

Oct 30, 2023
SELL
$155.38 - $166.95 $43,661 - $46,912
-281 Reduced 12.14%
2,034 $316,000
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $9,775 - $10,395
-64 Reduced 2.69%
2,315 $376,000
Q1 2023

Apr 12, 2023
SELL
$147.24 - $158.33 $995,784 - $1.07 Million
-6,763 Reduced 73.98%
2,379 $366,000
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $1.17 Million - $1.28 Million
8,059 Added 744.14%
9,142 $1.39 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-32 Reduced 2.87%
1,083 $155,000
Q1 2022

Apr 29, 2022
SELL
N/A
-1,232 Reduced 52.49%
1,115 $181,000
Q4 2021

Feb 02, 2022
BUY
N/A
246 Added 11.71%
2,347 $403,000
Q3 2021

Nov 02, 2021
SELL
N/A
-755 Reduced 26.44%
2,101 $323,000
Q2 2021

Jul 30, 2021
SELL
N/A
-21 Reduced 0.73%
2,856 $442,000
Q1 2021

May 06, 2021
SELL
N/A
-27 Reduced 0.93%
2,877 $423,000
Q4 2020

Jan 21, 2021
BUY
N/A
2,904 New
2,904 $410,000

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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