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