Cascade Financial Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $9.26M | Buy |
45,225
+400
| +0.9% | +$81.9K | 1.11% | 17 |
|
2025
Q1 | $8.7M | Sell |
44,825
-786
| -2% | -$152K | 1.1% | 16 |
|
2024
Q4 | $8.93M | Buy |
45,611
+1,232
| +3% | +$241K | 1.16% | 17 |
|
2024
Q3 | $8.86M | Sell |
44,379
-183
| -0.4% | -$36.5K | 1.11% | 15 |
|
2024
Q2 | $8.13M | Buy |
44,562
+46
| +0.1% | +$8.4K | 1.07% | 16 |
|
2024
Q1 | $7.82M | Buy |
+44,516
| New | +$7.82M | 1.13% | 15 |
|