Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History
Cascade Wealth Advisors, Inc
- $145 Billion
- Q1 2025
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 53,525 shares of VCSH stock, worth $4.23 Million. This represents 2.9% of its overall portfolio holdings.
Number of Shares
53,525
Previous 63,777
16.07%
Holding current value
$4.23 Million
Previous $4.98 Billion
15.72%
% of portfolio
2.9%
Previous 3.37%
Shares
5 transactions
Others Institutions Holding VCSH
# of Institutions
1,482Shares Held
316MCall Options Held
0Put Options Held
359K-
Bank Of America Corp Charlotte, NC63.9MShares$5.05 Billion0.42% of portfolio
-
Prudential PLC London, England, X020.9MShares$1.65 Billion8.39% of portfolio
-
Morgan Stanley New York, NY19.3MShares$1.53 Billion0.11% of portfolio
-
Envestnet Asset Management Inc7.87MShares$622 Million0.21% of portfolio
-
Wells Fargo & Company San Francisco, CA5.91MShares$468 Million0.11% of portfolio