Cascade Financial Partners, LLC Vanguard Growth ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 1,000 shares of VUG stock, worth $404,030. This represents 0.05% of its overall portfolio holdings.
Number of Shares
1,000
Previous 1,040
3.85%
Holding current value
$404,030
Previous $389 Million
1.14%
% of portfolio
0.05%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$17.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.35 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.58 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.34 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.26 Billion6.36% of portfolio