Cascade Investment Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cascade Investment Advisors’s Portfolio VIG Stock Details VIG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-175	Closed	-$27K	–	227
2023 Q1	$27K	Buy	+175	New	+$26.8K	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%	-$3.56K	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	+$21.5K	0.02%	161

Other funds holding VIG

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

HWM

HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cascade Investment Advisors's VIG Position: Q2 2023 in Review

Cascade Investment Advisors sold out of Vanguard Dividend Appreciation ETF (VIG) in Q2 2023, closing a stake of 175 shares — an estimated $27K sold.

Cascade Investment Advisors first reported a position in VIG in Q3 2018 and held it in 17 quarters. The position peaked at $30.1K in Q4 2021. 1,797 funds tracked by Wall St. Rank hold VIG as of Q2 2023.

Cascade Investment Advisors reported no remaining Vanguard Dividend Appreciation ETF position as of Q2 2023 after selling out during the quarter.
Cascade Investment Advisors sold 175 Vanguard Dividend Appreciation ETF shares in Q2 2023, an estimated $27K.
Cascade Investment Advisors first reported a position in Vanguard Dividend Appreciation ETF in Q3 2018 and held it in 17 quarters.
Cascade Investment Advisors's Vanguard Dividend Appreciation ETF position peaked at $30.1K in Q4 2021.
1,797 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2023.

Based on Cascade Investment Advisors's 13F filing for Q2 2023, filed 21 Jul 2023.