Cascade Wealth Advisors, Inc Vanguard Small Cap Growth ETF Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

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 $1.21 Million. This represents 0.93% of its overall portfolio holdings.

Number of Shares
4,896
Previous 6,606 25.89%
Holding current value
$1.21 Million
Previous $1.77 Billion 22.37%
% of portfolio
0.93%
Previous 1.26%

Shares

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

Feb 05, 2025
SELL
$264.18 - $304.19 $451,747 - $520,164
-1,710 Reduced 25.89%
4,896 $1.37 Billion
Q3 2024

Oct 15, 2024
SELL
$240.48 - $267.94 $30,060 - $33,492
-125 Reduced 1.86%
6,606 $1.77 Billion
Q1 2024

Apr 15, 2024
BUY
$231.0 - $260.72 $1.55 Million - $1.75 Million
6,731 New
6,731 $1.67 Billion

Others Institutions Holding VBK

# of Institutions
1,219
Shares Held
45.6M
Call Options Held
49.2K
Put Options Held
36.6K
View Full List

About VANGUARD SMALL-CAP GROWTH ETF

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