Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Cascade Financial Partners, LLC

  • $798 Billion
  • Q3 2024

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 49,263 shares of VNQ stock, worth $4.74 Million. This represents 0.59% of its overall portfolio holdings.

Number of Shares
49,263
Previous 49,205 0.12%
Holding current value
$4.74 Million
Previous $4.12 Billion 14.44%
% of portfolio
0.59%
Previous 0.54%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 24, 2024
BUY
$82.97 - $98.97 $4,812 - $5,740
58 Added 0.12%
49,263 $4.72 Billion
Q2 2024

Jul 31, 2024
SELL
$78.61 - $85.97 $37,575 - $41,093
-478 Reduced 0.96%
49,205 $4.12 Billion
Q1 2024

May 14, 2024
BUY
$82.58 - $89.12 $4.1 Million - $4.43 Million
49,683 New
49,683 $4.06 Billion

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

VNQ Quotes by TradingView
  • Ticker VNQ
  • Sector ETFs
  • Industry ETFs
More about VNQ
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.

Choose your preferred platform and Sign Up 👇 Telegram Email