Cascade Wealth Advisors, Inc Vanguard Small Cap Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 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 6,606 shares of VBK stock, worth $1.89 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
6,606
Previous 6,731
1.86%
Holding current value
$1.89 Million
Previous $1.72 Billion
2.45%
% of portfolio
1.26%
Previous 1.27%
Shares
2 transactions
Others Institutions Holding VBK
# of Institutions
1,118Shares Held
42.2MCall Options Held
53.1KPut Options Held
28.3K-
Bank Of America Corp Charlotte, NC9.28MShares$2.65 Billion0.21% of portfolio
-
Jones Financial Companies Lllp1.95MShares$559 Million0.54% of portfolio
-
Morgan Stanley New York, NY1.71MShares$489 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$483 Million4.13% of portfolio
-
Assetmark, Inc1.41MShares$403 Million1.08% of portfolio