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CIA
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
Shares
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
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1-Year Est. Return
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1-Year Est. Return
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$376B AUM
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1-Year Est. Return
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$528B AUM
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1-Year Est. Return
HWM
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$15.4B AUM
18.35%
1-Year Est. Return
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$157B AUM
32.99%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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