Cascade Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 44,825 shares of VIG stock, worth $8.16 Million. This represents 1.1% of its overall portfolio holdings.

Number of Shares

44,825

Previous 45,611 1.72%

Holding current value

$8.16 Million

Previous $8.93 Billion 2.65%

% of portfolio

1.1%

Previous 1.16%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	N/A	-786 Reduced 1.72%	44,825 $8.7 Billion
Q4 2024 Feb 07, 2025	BUY	N/A	1,232 Added 2.78%	45,611 $8.93 Billion
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

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

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Cascade Financial Partners, LLC Vanguard Dividend Appreciation Transaction History