Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 2024
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 7,716 shares of VB stock, worth $1.68 Million. This represents 1.42% of its overall portfolio holdings.
Number of Shares
7,716Holding current value
$1.68 Million% of portfolio
1.42%Shares
1 transactions
Others Institutions Holding VB
# of Institutions
1,969Shares Held
144MCall Options Held
176KPut Options Held
90.8K-
Bank Of America Corp Charlotte, NC24.1MShares$5.25 Billion0.52% of portfolio
-
Morgan Stanley New York, NY7.19MShares$1.57 Billion0.13% of portfolio
-
Jones Financial Companies Lllp6.8MShares$1.48 Billion2.12% of portfolio
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Envestnet Asset Management Inc4.68MShares$1.02 Billion0.41% of portfolio
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Wells Fargo & Company San Francisco, CA4.38MShares$956 Million0.24% of portfolio