Cascade Wealth Advisors, Inc Vanguard Intermediate Term Cor Transaction History
Cascade Wealth Advisors, Inc
- $177 Billion
- Q2 2025
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 112,552 shares of VCIT stock, worth $9.49 Million. This represents 5.27% of its overall portfolio holdings.
Number of Shares
112,552
Previous 114,167
1.41%
Holding current value
$9.49 Million
Previous $9.18 Billion
1.61%
% of portfolio
5.27%
Previous 6.35%
Shares
6 transactions
Others Institutions Holding VCIT
# of Institutions
1,357Shares Held
516MCall Options Held
34.7KPut Options Held
200-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa102MShares$8.63 Billion3.43% of portfolio
-
Bank Of America Corp Charlotte, NC76.4MShares$6.44 Billion0.48% of portfolio
-
Jpmorgan Chase & CO New York, NY51.9MShares$4.38 Billion0.33% of portfolio
-
Creative Planning Overland Park, KS25.5MShares$2.15 Billion1.82% of portfolio
-
Morgan Stanley New York, NY17.8MShares$1.5 Billion0.1% of portfolio