Cascade Wealth Advisors, Inc Vanguard Russell 1000 Growth E Transaction History
Cascade Wealth Advisors, Inc
- $145 Billion
- Q1 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Russell 1000 Growth E stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 56,328 shares of VONG stock, worth $5.79 Million. This represents 3.53% of its overall portfolio holdings.
Number of Shares
56,328
Previous 63,860
11.79%
Holding current value
$5.79 Million
Previous $6.6 Billion
22.68%
% of portfolio
3.53%
Previous 4.46%
Shares
5 transactions
Others Institutions Holding VONG
# of Institutions
775Shares Held
161MCall Options Held
22.2KPut Options Held
6.1K-
Bank Of America Corp Charlotte, NC35.8MShares$3.68 Billion0.27% of portfolio
-
Avantax Advisory Services, Inc.10.4MShares$1.07 Billion6.01% of portfolio
-
Morgan Stanley New York, NY7.92MShares$814 Million0.05% of portfolio
-
Lpl Financial LLC Fort Mill, SC6.6MShares$679 Million0.25% of portfolio
-
Wells Fargo & Company San Francisco, CA4.67MShares$480 Million0.1% of portfolio