Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 3,827 shares of VB stock, worth $873,283. This represents 0.55% of its overall portfolio holdings.

Number of Shares
3,827
Previous 4,781 19.95%
Holding current value
$873,283
Previous $1.15 Billion 30.77%
% of portfolio
0.55%
Previous 0.78%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$217.89 - $252.64 $207,867 - $241,018
-954 Reduced 19.95%
3,827 $795 Million
Q4 2024

Feb 05, 2025
SELL
$233.76 - $261.58 $99,581 - $111,433
-426 Reduced 8.18%
4,781 $1.15 Billion
Q3 2024

Oct 15, 2024
SELL
$214.77 - $237.72 $202,957 - $224,645
-945 Reduced 15.36%
5,207 $1.24 Billion
Q2 2024

Jul 26, 2024
SELL
$210.76 - $226.94 $329,628 - $354,934
-1,564 Reduced 20.27%
6,152 $1.4 Billion
Q1 2024

Apr 15, 2024
BUY
$204.0 - $228.59 $1.57 Million - $1.76 Million
7,716 New
7,716 $1.67 Billion

Others Institutions Holding VB

# of Institutions
2,371
Shares Held
166M
Call Options Held
78.1K
Put Options Held
52.8K
View Full List

About VANGUARD SMALL-CAP ETF

VB Quotes by TradingView
  • Ticker VB
  • Sector ETFs
  • Industry ETFs
More about VB
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc 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 Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email