Cascade Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,500 shares of VNQ stock, worth $223,299. This represents 0.15% of its overall portfolio holdings.

Number of Shares

2,500

Previous 4,190 40.33%

Holding current value

$223,299

Previous $373 Million 42.65%

% of portfolio

0.15%

Previous 0.25%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$85.55 - $94.34 $144,579 - $159,434	-1,690 Reduced 40.33%	2,500 $214 Million
Q4 2024 Feb 05, 2025	SELL	$87.85 - $98.6 $42,870 - $48,116	-488 Reduced 10.43%	4,190 $373 Million
Q3 2024 Oct 15, 2024	SELL	$82.97 - $98.97 $21,738 - $25,930	-262 Reduced 5.3%	4,678 $456 Million
Q2 2024 Jul 26, 2024	SELL	$78.61 - $85.97 $488,246 - $533,959	-6,211 Reduced 55.7%	4,940 $435 Million
Q1 2024 Apr 15, 2024	BUY	$82.58 - $89.12 $920,849 - $993,777	11,151 New	11,151 $911 Million

Others Institutions Holding VNQ

# of Institutions

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

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Cascade Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History