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

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,680 shares of VBR stock, worth $545,192. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,680
Previous 3,460 22.54%
Holding current value
$545,192
Previous $695 Million 23.55%
% of portfolio
0.36%
Previous 0.5%

Shares

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

Feb 05, 2025
SELL
$197.36 - $217.3 $153,940 - $169,494
-780 Reduced 22.54%
2,680 $531 Million
Q1 2024

Apr 15, 2024
BUY
$172.45 - $191.88 $596,677 - $663,904
3,460 New
3,460 $629 Million

Others Institutions Holding VBR

# of Institutions
1,625
Shares Held
95.5M
Call Options Held
53.2K
Put Options Held
18.8K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

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