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

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 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 $716,323. This represents 0.5% of its overall portfolio holdings.

Number of Shares
3,460
Previous 3,460 -0.0%
Holding current value
$716,323
Previous $670 Million 3.63%
% of portfolio
0.5%
Previous 0.5%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,541
Shares Held
93.4M
Call Options Held
53.2K
Put Options Held
22.2K
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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