Cascade Wealth Advisors, Inc Vanguard Intermediate Term Cor Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 79,562 shares of VCIT stock, worth $6.42 Million. This represents 4.32% of its overall portfolio holdings.
Number of Shares
79,562
Previous 56,445
40.95%
Holding current value
$6.42 Million
Previous $4.73 Billion
35.1%
% of portfolio
4.32%
Previous 3.38%
Shares
4 transactions
Others Institutions Holding VCIT
# of Institutions
1,219Shares Held
498MCall Options Held
37.7KPut Options Held
400-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa92.8MShares$7.48 Billion3.01% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.92 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.81 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.94 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio