Cascade Wealth Advisors, Inc Vanguard Small Cap Value ETF Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 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 3,460 shares of VBR stock, worth $693,487. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,460
Previous 3,460
-0.0%
Holding current value
$693,487
Previous $629 Million
6.59%
% of portfolio
0.5%
Previous 0.53%
Shares
1 transactions
Others Institutions Holding VBR
# of Institutions
1,463Shares Held
90.5MCall Options Held
44.8KPut Options Held
20.6K-
Bank Of America Corp Charlotte, NC16.8MShares$3.37 Billion0.27% of portfolio
-
Morgan Stanley New York, NY3.88MShares$777 Million0.06% of portfolio
-
Betterment LLC New York, NY3.83MShares$768 Million1.81% of portfolio
-
Assetmark, Inc3.68MShares$737 Million2.09% of portfolio
-
Jones Financial Companies Lllp2.35MShares$471 Million0.5% of portfolio