Cascade Financial Partners, LLC Vanguard Whitehall Fds (Vangua Transaction History

Cascade Financial Partners, LLC

  • $767 Billion
  • Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 65,793 shares of VYM stock, worth $8.18 Million. This represents 1.09% of its overall portfolio holdings.

Number of Shares
65,793
Previous 66,635 1.26%
Holding current value
$8.18 Million
Previous $8.67 Billion 3.22%
% of portfolio
1.09%
Previous 1.09%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$126.68 - $134.74 $106,664 - $113,451
-842 Reduced 1.26%
65,793 $8.39 Billion
Q3 2024

Oct 24, 2024
BUY
$117.9 - $128.2 $119,668 - $130,122
1,015 Added 1.55%
66,635 $8.67 Billion
Q2 2024

Jul 31, 2024
SELL
$114.71 - $121.51 $30,283 - $32,078
-264 Reduced 0.4%
65,620 $7.78 Billion
Q1 2024

May 14, 2024
BUY
$109.98 - $120.99 $7.25 Million - $7.97 Million
65,884 New
65,884 $7.65 Billion

Others Institutions Holding VYM

# of Institutions
1,988
Shares Held
184M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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