Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 45,150 shares of VCSH stock, worth $3.53 Million. This represents 2.56% of its overall portfolio holdings.
Number of Shares
45,150
Previous 39,028
15.69%
Holding current value
$3.53 Million
Previous $3.04 Billion
18.1%
% of portfolio
2.56%
Previous 2.25%
Shares
3 transactions
Others Institutions Holding VCSH
# of Institutions
1,358Shares Held
311MCall Options Held
7.7KPut Options Held
5.1K-
Bank Of America Corp Charlotte, NC51.7MShares$4.04 Billion0.35% of portfolio
-
Prudential PLC London, England, X021.1MShares$1.65 Billion8.54% of portfolio
-
Morgan Stanley New York, NY16.8MShares$1.31 Billion0.1% of portfolio
-
Japan Science & Technology Agency Tokyo, M014.6MShares$1.14 Billion15.35% of portfolio
-
Envestnet Asset Management Inc7.27MShares$568 Million0.19% of portfolio