Cascade Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

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 46,217 shares of VIG stock, worth $8.42 Million. This represents 5.95% of its overall portfolio holdings.

Number of Shares

46,217

Previous 47,637 2.98%

Holding current value

$8.42 Million

Previous $9.33 Billion 7.84%

% of portfolio

5.95%

Previous 6.31%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	N/A	-1,420 Reduced 2.98%	46,217 $8.6 Billion
Q4 2024 Feb 05, 2025	BUY	N/A	534 Added 1.13%	47,637 $9.33 Billion
Q3 2024 Oct 15, 2024	BUY	$182.15 - $182.15 $54,645 - $54,645	300 Added 0.64%	47,103 $9.33 Billion
Q2 2024 Jul 26, 2024	BUY	$173.33 - $185.29 $452,217 - $483,421	2,609 Added 5.9%	46,803 $8.71 Billion
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $7.45 Million - $8.09 Million	44,194 New	44,194 $7.76 Billion

Others Institutions Holding VIG

# of Institutions

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Cascade Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History