Cascade Wealth Advisors, Inc Vanguard Dividend Appreciation Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 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 47,103 shares of VIG stock, worth $8.58 Million. This represents 6.67% of its overall portfolio holdings.

Number of Shares
47,103
Previous 46,803 0.64%
Holding current value
$8.58 Million
Previous $8.71 Billion 7.1%
% of portfolio
6.67%
Previous 6.44%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
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
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email