Cascade Financial Partners, LLC Vanguard Small Cap Value ETF Transaction History
Cascade Financial Partners, LLC
- $761 Billion
- Q2 2024
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 1,721 shares of VBR stock, worth $331,154. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,721
Previous 1,656
3.93%
Holding current value
$331,154
Previous $301 Million
4.35%
% of portfolio
0.04%
Previous 0.04%
Shares
2 transactions
Others Institutions Holding VBR
# of Institutions
1,460Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.23 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$746 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$738 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$708 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$453 Million0.5% of portfolio