Cascade Wealth Advisors, Inc Vanguard Small Cap Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,896 shares of VBK stock, worth $1.44 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
4,896
Previous 6,606
25.89%
Holding current value
$1.44 Million
Previous $1.77 Billion
22.37%
% of portfolio
0.93%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,161Shares Held
43.5MCall Options Held
39.5KPut Options Held
27.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.74 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.91MShares$564 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.71MShares$504 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$498 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$415 Million1.08% of portfolio