Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Cascade Financial Partners, LLC

$793 Billion
Q1 2025

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 40,026 shares of VNQ stock, worth $3.6 Million. This represents 0.46% of its overall portfolio holdings.

Number of Shares

40,026

Previous 48,561 17.58%

Holding current value

$3.6 Million

Previous $4.33 Billion 16.23%

% of portfolio

0.46%

Previous 0.56%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$85.55 - $94.34 $730,169 - $805,191	-8,535 Reduced 17.58%	40,026 $3.62 Billion
Q4 2024 Feb 07, 2025	SELL	$87.85 - $98.6 $61,670 - $69,217	-702 Reduced 1.43%	48,561 $4.33 Billion
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

1,936

Shares Held

234M

Call Options Held

1.45M

Put Options Held

1.28M

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About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
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Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History