Cascade Wealth Advisors, Inc Vanguard Total Stock Market Et Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 6,749 shares of VTI stock, worth $1.96 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
6,749
Previous 7,262 7.06%
Holding current value
$1.96 Million
Previous $1.94 Billion 1.25%
% of portfolio
1.37%
Previous 1.43%

Shares

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

Oct 15, 2024
SELL
$255.18 - $283.2 $130,907 - $145,281
-513 Reduced 7.06%
6,749 $1.91 Billion
Q2 2024

Jul 26, 2024
SELL
$245.23 - $269.4 $66,702 - $73,276
-272 Reduced 3.61%
7,262 $1.94 Billion
Q1 2024

Apr 15, 2024
BUY
$232.77 - $260.14 $1.75 Million - $1.96 Million
7,534 New
7,534 $1.91 Billion

Others Institutions Holding VTI

# of Institutions
3,041
Shares Held
453M
Call Options Held
1.81M
Put Options Held
618K
View Full List

About VANGUARD TOTAL STOCK MARKET ET

VTI Quotes by TradingView
  • Ticker VTI
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about VTI
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email