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 $1.28 Million. This represents 0.93% of its overall portfolio holdings.
Number of Shares
4,896
Previous 6,606
25.89%
Holding current value
$1.28 Million
Previous $1.77 Billion
22.37%
% of portfolio
0.93%
Previous 1.26%
Shares
3 transactions
Others Institutions Holding VBK
# of Institutions
1,224Shares Held
46.4MCall Options Held
49.2KPut Options Held
36.6K-
Bank Of America Corp Charlotte, NC9.57MShares$2.5 Billion0.23% of portfolio
-
Jones Financial Companies Lllp1.91MShares$499 Million0.51% of portfolio
-
Morgan Stanley New York, NY1.8MShares$470 Million0.04% of portfolio
-
Axiom Advisory, LLC San Diego, CA1.69MShares$440 Million4.13% of portfolio
-
Assetmark, Inc1.46MShares$380 Million1.12% of portfolio