Cascade Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 47,637 shares of VIG stock, worth $8.68 Million. This represents 6.31% of its overall portfolio holdings.
Number of Shares
47,637
Previous 47,103
1.13%
Holding current value
$8.68 Million
Previous $9.33 Billion
0.01%
% of portfolio
6.31%
Previous 6.67%
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