CIA
Cascade Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-175
| Closed | -$27K | – | 227 |
|
|
2023
Q1 | $27K | Buy |
+175
| New | +$27K | 0.02% | 174 |
|
|
2022
Q3 | – | Sell |
-175
| Closed | -$25.1K | – | 221 |
|
|
2022
Q2 | $25.1K | Hold |
175
| – | – | 0.02% | 183 |
|
|
2022
Q1 | $28.4K | Hold |
175
| – | – | 0.02% | 198 |
|
|
2021
Q4 | $30.1K | Hold |
175
| – | – | 0.02% | 192 |
|
|
2021
Q3 | $26.9K | Hold |
175
| – | – | 0.02% | 191 |
|
|
2021
Q2 | $27.1K | Hold |
175
| – | – | 0.02% | 193 |
|
|
2021
Q1 | $25.7K | Sell |
175
-25
| -13% | -$3.68K | 0.02% | 195 |
|
|
2020
Q4 | $28.2K | Hold |
200
| – | – | 0.02% | 184 |
|
|
2020
Q3 | $25.7K | Hold |
200
| – | – | 0.02% | 181 |
|
|
2020
Q2 | $23.4K | Hold |
200
| – | – | 0.02% | 177 |
|
|
2020
Q1 | $20.7K | Hold |
200
| – | – | 0.02% | 171 |
|
|
2019
Q4 | $24.9K | Hold |
200
| – | – | 0.02% | 181 |
|
|
2019
Q3 | $23.9K | Hold |
200
| – | – | 0.02% | 183 |
|
|
2019
Q2 | $23K | Hold |
200
| – | – | 0.02% | 177 |
|
|
2019
Q1 | $21.9K | Hold |
200
| – | – | 0.02% | 168 |
|
|
2018
Q4 | $19.6K | Hold |
200
| – | – | 0.02% | 167 |
|
|
2018
Q3 | $22.1K | Buy |
+200
| New | +$22.1K | 0.02% | 161 |
|