Cascade Financial Partners, LLC Vanguard Small Cap ETF Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,770 shares of VB stock, worth $1.41 Million. This represents 0.18% of its overall portfolio holdings.
Number of Shares
5,770
Previous 5,779
0.16%
Holding current value
$1.41 Million
Previous $1.38 Billion
0.73%
% of portfolio
0.18%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VB
# of Institutions
2,273Shares Held
158MCall Options Held
102KPut Options Held
34.7K-
Bank Of America Corp Charlotte, NC25.1MShares$6.13 Billion0.5% of portfolio
-
Morgan Stanley New York, NY7.34MShares$1.79 Billion0.13% of portfolio
-
Jones Financial Companies Lllp7.33MShares$1.79 Billion1.68% of portfolio
-
Wells Fargo & Company San Francisco, CA5.67MShares$1.39 Billion0.32% of portfolio
-
Envestnet Asset Management Inc5.26MShares$1.29 Billion0.42% of portfolio