Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 64,006 shares of VYM stock, worth $8.61 Million. This represents 1.04% of its overall portfolio holdings.

Number of Shares

64,006

Previous 65,793 2.72%

Holding current value

$8.61 Million

Previous $8.39 Billion 1.67%

% of portfolio

1.04%

Previous 1.09%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$126.11 - $135.06 $225,358 - $241,352	-1,787 Reduced 2.72%	64,006 $8.25 Billion
Q4 2024 Feb 07, 2025	SELL	$126.68 - $134.74 $106,664 - $113,451	-842 Reduced 1.26%	65,793 $8.39 Billion
Q3 2024 Oct 24, 2024	BUY	$117.9 - $128.2 $119,668 - $130,122	1,015 Added 1.55%	66,635 $8.67 Billion
Q2 2024 Jul 31, 2024	SELL	$114.71 - $121.51 $30,283 - $32,078	-264 Reduced 0.4%	65,620 $7.78 Billion
Q1 2024 May 14, 2024	BUY	$109.98 - $120.99 $7.25 Million - $7.97 Million	65,884 New	65,884 $7.65 Billion

Others Institutions Holding VYM

# of Institutions

2,014

Shares Held

184M

Call Options Held

2.03M

Put Options Held

206K

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About VANGUARD WHITEHALL FDS (VANGUA

Ticker VYM
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Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History