Cascade Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 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 54,864 shares of VIG stock, worth $9.99 Million. This represents 6.42% of its overall portfolio holdings.

Number of Shares
54,864
Previous 46,217 18.71%
Holding current value
$9.99 Million
Previous $8.6 Billion 32.21%
% of portfolio
6.42%
Previous 5.95%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
N/A
8,647 Added 18.71%
54,864 $11.4 Billion
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
2,608
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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