Cascade Financial Partners, LLC Vanguard Mid Cap ETF Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 24,424 shares of VO stock, worth $6.15 Million. This represents 0.78% of its overall portfolio holdings.
Number of Shares
24,424
Previous 24,942
2.08%
Holding current value
$6.15 Million
Previous $5.98 Billion
1.2%
% of portfolio
0.78%
Previous 0.86%
Shares
2 transactions
Others Institutions Holding VO
# of Institutions
2,014Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.82 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.03 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.54 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.08 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.84 Billion0.14% of portfolio