Cascade Wealth Advisors, Inc Vanguard Small Cap Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $145 Billion
- Q1 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap Growth ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,896 shares of VBK stock, worth $1.37 Million. This represents 0.81% of its overall portfolio holdings.
Number of Shares
4,896
Previous 4,896
-0.0%
Holding current value
$1.37 Million
Previous $1.37 Billion
14.85%
% of portfolio
0.81%
Previous 0.93%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,231Shares Held
44.8MCall Options Held
51KPut Options Held
33K-
Bank Of America Corp Charlotte, NC9.86MShares$2.75 Billion0.2% of portfolio
-
Morgan Stanley New York, NY1.87MShares$523 Million0.03% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$471 Million4.13% of portfolio
-
Assetmark, Inc1.54MShares$430 Million1.03% of portfolio
-
Royal Bank Of Canada Toronto, A6988KShares$276 Million0.05% of portfolio