Cascade Financial Partners, LLC Vanguard Mid Cap Value Index F Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Mid Cap Value Index F stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 17,404 shares of VOE stock, worth $2.87 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

17,404

Previous 15,424 12.84%

Holding current value

$2.87 Million

Previous $2.59 Billion 8.6%

% of portfolio

0.37%

Previous 0.32%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$160.89 - $176.18 $318,562 - $348,836	1,980 Added 12.84%	17,404 $2.82 Billion
Q3 2024 Oct 24, 2024	BUY	$149.02 - $167.67 $22,353 - $25,150	150 Added 0.98%	15,424 $2.59 Billion
Q2 2024 Jul 31, 2024	BUY	$146.82 - $155.77 $70,914 - $75,236	483 Added 3.27%	15,274 $2.3 Billion
Q1 2024 May 14, 2024	BUY	$141.07 - $155.91 $2.09 Million - $2.31 Million	14,791 New	14,791 $2.21 Billion

Others Institutions Holding VOE

# of Institutions

1,187

Shares Held

71.7M

Call Options Held

25.9K

Put Options Held

1.8K

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About VANGUARD MID-CAP VALUE INDEX F

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Cascade Financial Partners, LLC Vanguard Mid Cap Value Index F Transaction History