Cascade Financial Partners, LLC Vanguard Dividend Appreciation Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 45,611 shares of VIG stock, worth $8.31 Million. This represents 1.16% of its overall portfolio holdings.
Number of Shares
45,611
Previous 44,379
2.78%
Holding current value
$8.31 Million
Previous $8.86 Billion
0.81%
% of portfolio
1.16%
Previous 1.11%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,480Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio