Clarity Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Clarity Wealth Advisors, LLC

$469 Million
Q4 2025

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 101,764 shares of VIG stock, worth $18.5 Million. This represents 3.95% of its overall portfolio holdings.

Number of Shares

101,764

Previous 100,113 1.65%

Holding current value

$18.5 Million

Previous $18.2 Million 1.65%

% of portfolio

3.95%

Previous 4.1%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 22, 2026	BUY	N/A	1,651 Added 1.65%	101,764 $18.5 Million
Q3 2025 Oct 23, 2025	BUY	N/A	1,896 Added 1.93%	100,113 $18.2 Million
Q2 2025 Aug 07, 2025	BUY	N/A	2,486 Added 2.6%	98,217 $17.9 Million
Q1 2025 Apr 30, 2025	BUY	N/A	2,687 Added 2.89%	95,731 $17.4 Million
Q4 2024 Jan 28, 2025	BUY	N/A	5,099 Added 5.8%	93,044 $16.9 Million

Q3 2024 Oct 18, 2024	BUY	$182.15 - $182.15 $859,748 - $859,748	4,720 Added 5.67%	87,945 $16 Million
Q2 2024 Jul 17, 2024	BUY	$173.33 - $185.29 $10,226 - $10,932	59 Added 0.07%	83,225 $15.2 Million
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

2,681

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Clarity Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clarity Wealth Advisors, LLC with notifications on news.

Account

Clarity Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History