Cascade Wealth Advisors, Inc Vanguard Intermediate Term Cor Transaction History
Cascade Wealth Advisors, Inc
- $145 Billion
- Q1 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 114,167 shares of VCIT stock, worth $9.28 Million. This represents 6.35% of its overall portfolio holdings.
Number of Shares
114,167
Previous 79,562
43.49%
Holding current value
$9.28 Million
Previous $6.39 Billion
43.74%
% of portfolio
6.35%
Previous 4.32%
Shares
5 transactions
Others Institutions Holding VCIT
# of Institutions
1,312Shares Held
500MCall Options Held
25.2KPut Options Held
173K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa97.4MShares$7.91 Billion3.51% of portfolio
-
Bank Of America Corp Charlotte, NC75.7MShares$6.15 Billion0.51% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.22 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25MShares$2.03 Billion1.93% of portfolio
-
Prudential PLC London, England, X015.9MShares$1.29 Billion6.61% of portfolio