Cascade Wealth Advisors, Inc Vanguard Intermediate Term Cor Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 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 56,445 shares of VCIT stock, worth $4.57 Million. This represents 3.38% of its overall portfolio holdings.
Number of Shares
56,445
Previous 51,987
8.58%
Holding current value
$4.57 Million
Previous $4.2 Billion
12.68%
% of portfolio
3.38%
Previous 3.1%
Shares
3 transactions
Others Institutions Holding VCIT
# of Institutions
1,172Shares Held
485MCall Options Held
37.7KPut Options Held
125K-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa88.5MShares$7.16 Billion3.05% of portfolio
-
Bank Of America Corp Charlotte, NC61MShares$4.93 Billion0.43% of portfolio
-
Jpmorgan Chase & CO New York, NY47.2MShares$3.82 Billion0.32% of portfolio
-
Creative Planning Overland Park, KS24.1MShares$1.95 Billion2.0% of portfolio
-
Prudential PLC London, England, X020.7MShares$1.67 Billion8.85% of portfolio