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

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

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 $506,466. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,680
Previous 2,680 -0.0%
Holding current value
$506,466
Previous $531 Million 12.58%
% of portfolio
0.32%
Previous 0.36%

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
1,704
Shares Held
92.9M
Call Options Held
42.9K
Put Options Held
7K
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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