Cascadia Advisory Services’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Cascadia Advisory Services’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
2021 Q3	$377K	Buy	2,453 +547	+29%	+$87.2K	0.08%	201
2021 Q2	$295K	Buy	1,906 +112	+6%	+$17.2K	0.06%	203
2021 Q1	$264K	Buy	+1,794	New	+$255K	0.06%	208
2020 Q3	$210K	Buy	+1,636	New	+$206K	0.06%	202
2019 Q4	$289K	Buy	+2,319	New	+$281K	0.08%	179

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

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

Cascadia Advisory Services's VIG Position: Q3 2021 in Review

Cascadia Advisory Services increased its Vanguard Dividend Appreciation ETF (VIG) stake by 29% in Q3 2021, buying an estimated $87.2K and bringing the position to 2,453 shares worth $377K. The position accounts for 0.08% of the portfolio, ranked #201.

Cascadia Advisory Services first reported a position in VIG in Q4 2019 and has held it in 5 quarters since. 1,487 funds tracked by Wall St. Rank hold VIG as of Q3 2021.

Cascadia Advisory Services held 2,453 shares of Vanguard Dividend Appreciation ETF worth $377K as of Q3 2021.
Cascadia Advisory Services bought 547 Vanguard Dividend Appreciation ETF shares in Q3 2021, an estimated $87.2K.
Vanguard Dividend Appreciation ETF made up 0.08% of Cascadia Advisory Services's portfolio in Q3 2021, its #201 holding.
Cascadia Advisory Services first reported a position in Vanguard Dividend Appreciation ETF in Q4 2019 and has held it in 5 quarters since.
1,487 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q3 2021.

Based on Cascadia Advisory Services's 13F filing for Q3 2021, filed 12 Nov 2021.