Cascades Capital Asset Management’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
$18.1M Buy
88,225
+13,361
+18% +$2.73M 9.28% 2
2025
Q1
$14.5M Buy
74,864
+6,435
+9% +$1.25M 7.84% 2
2024
Q4
$13.4M Buy
68,429
+6,977
+11% +$1.37M 7.15% 3
2024
Q3
$12.2M Buy
+61,452
New +$12.2M 6.7% 3