Cascade Wealth Advisors, Inc Vanguard Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 164,854 shares of VGSH stock, worth $9.56 Million. This represents 6.95% of its overall portfolio holdings.

Number of Shares
164,854
Previous 147,451 11.8%
Holding current value
$9.56 Million
Previous $8.59 Billion 13.32%
% of portfolio
6.95%
Previous 6.35%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$57.74 - $59.13 $1 Million - $1.03 Million
17,403 Added 11.8%
164,854 $9.73 Billion
Q2 2024

Jul 26, 2024
BUY
$57.55 - $58.0 $4.17 Million - $4.2 Million
72,479 Added 96.67%
147,451 $8.59 Billion
Q1 2024

Apr 15, 2024
BUY
$57.88 - $58.54 $4.34 Million - $4.39 Million
74,972 New
74,972 $4.33 Billion

Others Institutions Holding VGSH

# of Institutions
918
Shares Held
232M
Call Options Held
21.5K
Put Options Held
32.6K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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