Number of Shares
74,864.00
Current Holdings Value*
$14.52 Mil
% of Portfolio
8.03%
Total Estimate Gain
$1.19 Mil
% of Total Estimate Gain
8.29%

Cascades Capital Asset Management, LLC's Vanguard Dividend Appreciation FTF Holding Summary

As of 2025-03-31, Cascades Capital Asset Management, LLC held 74,864.00 shares of Vanguard Dividend Appreciation FTF(VIG), totaling $14.52 Mil. This investment constitutes 8.03% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0.02% of the outstanding Vanguard Dividend Appreciation FTF(VIG) stock.

The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 2 purchases of VIG, at an average price of $192.00, for a total of 74,864.00 shares. Based on historical transaction data and VIG's current price of $207.91, Cascades Capital Asset Management, LLC's estimated gain on his VIG holdings is $1.19 Mil, reflecting a 8.29% gain to date.

Cascades Capital Asset Management, LLC VIG ($207.91) Holding Chart

Cascades Capital Asset Management, LLC VIG ($207.91) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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