Cascade Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History

Cascade Financial Partners, LLC

$872 Billion
Q3 2025

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 2,829 shares of VOO stock, worth $1.77 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

2,829

Previous 2,750 2.87%

Holding current value

$1.77 Million

Previous $1.56 Billion 10.91%

% of portfolio

0.2%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	$567.77 - $614.76 $44,853 - $48,566	79 Added 2.87%	2,829 $1.73 Billion
Q2 2025 Aug 07, 2025	SELL	$456.74 - $568.03 $111,444 - $138,599	-244 Reduced 8.15%	2,750 $1.56 Billion
Q1 2025 May 13, 2025	BUY	$507.05 - $563.67 $38,028 - $42,275	75 Added 2.57%	2,994 $1.54 Billion
Q4 2024 Feb 07, 2025	BUY	$521.84 - $558.82 $20,873 - $22,352	40 Added 1.39%	2,919 $1.57 Billion
Q3 2024 Oct 24, 2024	SELL	$475.2 - $527.7 $13,780 - $15,303	-29 Reduced 1.0%	2,879 $1.54 Billion
Q2 2024 Jul 31, 2024	SELL	$455.1 - $504.28 $823,275 - $912,242	-1,809 Reduced 38.35%	2,908 $1.45 Billion
Q1 2024 May 14, 2024	BUY	$429.43 - $481.35 $2.03 Million - $2.27 Million	4,717 New	4,717 $2.21 Billion

Others Institutions Holding VOO

# of Institutions

3,803

Shares Held

513M

Call Options Held

2.83M

Put Options Held

3.09M

View Full List

About VANGUARD INDEX FDS S&P 500 ETF

Ticker VOO
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Cascade Financial Partners, LLC Vanguard Index Fds S&P 500 ETF Transaction History