Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 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 63,777 shares of VCSH stock, worth $5.01 Million. This represents 3.37% of its overall portfolio holdings.
Number of Shares
63,777
Previous 45,150
41.26%
Holding current value
$5.01 Million
Previous $3.59 Billion
38.75%
% of portfolio
3.37%
Previous 2.56%
Shares
4 transactions
Others Institutions Holding VCSH
# of Institutions
1,451Shares Held
316MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC61.1MShares$4.8 Billion0.41% of portfolio
-
Prudential PLC London, England, X019MShares$1.5 Billion7.58% of portfolio
-
Morgan Stanley New York, NY15.8MShares$1.24 Billion0.09% of portfolio
-
Japan Science & Technology Agency Tokyo, M08.2MShares$644 Million10.95% of portfolio
-
Envestnet Asset Management Inc8.14MShares$640 Million0.21% of portfolio