Cascade Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 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 44,379 shares of VIG stock, worth $8.08 Million. This represents 1.11% of its overall portfolio holdings.

Number of Shares
44,379
Previous 44,562 0.41%
Holding current value
$8.08 Million
Previous $8.13 Billion 8.91%
% of portfolio
1.11%
Previous 1.07%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
SELL
$182.15 - $182.15 $33,333 - $33,333
-183 Reduced 0.41%
44,379 $8.86 Billion
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $7,973 - $8,523
46 Added 0.1%
44,562 $8.13 Billion
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $7.5 Million - $8.15 Million
44,516 New
44,516 $7.82 Billion

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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