Clearwater Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History

Clearwater Capital Advisors, LLC

$1.07 Billion
Q3 2025

A detailed history of Clearwater Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clearwater Capital Advisors, LLC holds 971 shares of VIG stock, worth $176,867. This represents 0.02% of its overall portfolio holdings.

Number of Shares

971

Previous 1,045 7.08%

Holding current value

$176,867

Previous $190,000 7.37%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 14, 2025	SELL	N/A	-74 Reduced 7.08%	971 $176,000
Q2 2025 Aug 12, 2025	SELL	N/A	-15 Reduced 1.42%	1,045 $190,000
Q4 2024 Feb 10, 2025	SELL	N/A	-326 Reduced 23.52%	1,060 $193,000
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $18,943 - $18,943	-104 Reduced 6.98%	1,386 $252,000
Q2 2024 Aug 06, 2024	BUY	$173.33 - $185.29 $258,261 - $276,082	1,490 New	1,490 $271,000

Q3 2018 Oct 17, 2018	SELL	N/A	-4,234 Closed	0 $0
Q1 2018 May 14, 2018	SELL	N/A	-32 Reduced 0.75%	4,234 $428,000
Q4 2017 Feb 05, 2018	SELL	N/A	-147 Reduced 3.33%	4,266 $435,000
Q3 2017 Oct 19, 2017	SELL	N/A	-152 Reduced 3.33%	4,413 $420,000
Q2 2017 Aug 11, 2017	BUY	N/A	4,565	4,565 $423,000

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

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 Clearwater Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Clearwater Capital Advisors, LLC with notifications on news.

Account

Clearwater Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History