A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 30,569 shares of VFH stock, worth $3.87 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
30,569
Previous 31,859 4.05%
Holding current value
$3.87 Million
Previous $3.81 Billion 2.24%
% of portfolio
0.47%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025

SELL
$104.87 - $127.3 $135,282 - $164,217
-1,290 Reduced 4.05%
30,569 $3.89 Billion
Q1 2025

May 13, 2025

BUY
$114.07 - $127.34 $2.87 Million - $3.2 Million
25,159 Added 375.51%
31,859 $3.81 Billion
Q3 2024

Oct 24, 2024

SELL
$99.27 - $111.21 $2,283 - $2,557
-23 Reduced 0.34%
6,700 $769 Million
Q1 2024

May 14, 2024

BUY
$90.62 - $102.39 $609,238 - $688,367
6,723 New
6,723 $653 Million

Others Institutions Holding VFH

About VANGUARD FINANCIAL ETF


  • Ticker VFH
  • Sector ETFs
  • Industry ETFs
More about VFH
Track This Portfolio

Track Cascade Financial Partners, LLC Portfolio

Follow Cascade Financial Partners, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.