Cascade Financial Partners, LLC Vanguard Mid Cap Value Index F Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 15,274 shares of VOE stock, worth $2.51 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
15,274
Previous 14,791
3.27%
Holding current value
$2.51 Million
Previous $2.21 Billion
4.17%
% of portfolio
0.3%
Previous 0.32%
Shares
2 transactions
Others Institutions Holding VOE
# of Institutions
1,049Shares Held
68.1MCall Options Held
32.8KPut Options Held
400-
Betterment LLC New York, NY4.84MShares$795 Million1.89% of portfolio
-
Morgan Stanley New York, NY4.59MShares$753 Million0.05% of portfolio
-
Assetmark, Inc3.51MShares$577 Million1.65% of portfolio
-
Royal Bank Of Canada Toronto, A63.13MShares$514 Million0.11% of portfolio
-
Bank Of America Corp Charlotte, NC3.08MShares$505 Million0.04% of portfolio