Cascade Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History

Cascade Financial Partners, LLC

  • $793 Billion
  • Q1 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,762 shares of VBR stock, worth $561,873. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,762
Previous 1,959 40.99%
Holding current value
$561,873
Previous $388 Million 32.5%
% of portfolio
0.06%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$183.02 - $207.75 $146,965 - $166,823
803 Added 40.99%
2,762 $515 Million
Q4 2024

Feb 07, 2025
BUY
$197.36 - $217.3 $25,262 - $27,814
128 Added 6.99%
1,959 $388 Million
Q3 2024

Oct 24, 2024
BUY
$179.99 - $201.6 $19,798 - $22,176
110 Added 6.39%
1,831 $368 Million
Q2 2024

Jul 31, 2024
BUY
$177.65 - $191.11 $11,547 - $12,422
65 Added 3.93%
1,721 $314 Million
Q1 2024

May 14, 2024
BUY
$172.45 - $191.88 $285,577 - $317,753
1,656 New
1,656 $301 Million

Others Institutions Holding VBR

# of Institutions
1,731
Shares Held
93.2M
Call Options Held
42.9K
Put Options Held
7K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
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