CWA
Cascade Wealth Advisors’s Vanguard Dividend Appreciation ETF VIG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Buy |
54,864
+8,647
| +19% | +$1.79M | 6.42% | 4 |
|
|
2025
Q1 | $8.6M | Sell |
46,217
-1,420
| -3% | -$264K | 5.95% | 7 |
|
|
2024
Q4 | $9.33M | Buy |
47,637
+534
| +1% | +$105K | 6.31% | 4 |
|
|
2024
Q3 | $9.33M | Buy |
47,103
+300
| +0.6% | +$59.4K | 6.67% | 4 |
|
|
2024
Q2 | $8.71M | Buy |
46,803
+2,609
| +6% | +$486K | 6.44% | 4 |
|
|
2024
Q1 | $7.76M | Buy |
+44,194
| New | +$7.76M | 6.59% | 5 |
|