Cascade Wealth Advisors, Inc Vanguard Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 216,389 shares of VGSH stock, worth $12.7 Million. This represents 8.77% of its overall portfolio holdings.

Number of Shares

216,389

Previous 189,560 14.15%

Holding current value

$12.7 Million

Previous $11 Billion 15.02%

% of portfolio

8.77%

Previous 7.46%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$58.07 - $58.69 $1.56 Million - $1.57 Million	26,829 Added 14.15%	216,389 $12.7 Billion
Q4 2024 Feb 05, 2025	BUY	$58.02 - $58.88 $1.43 Million - $1.45 Million	24,706 Added 14.99%	189,560 $11 Billion
Q3 2024 Oct 15, 2024	BUY	$57.74 - $59.13 $1 Million - $1.03 Million	17,403 Added 11.8%	164,854 $9.73 Billion
Q2 2024 Jul 26, 2024	BUY	$57.55 - $58.0 $4.17 Million - $4.2 Million	72,479 Added 96.67%	147,451 $8.59 Billion
Q1 2024 Apr 15, 2024	BUY	$57.88 - $58.54 $4.34 Million - $4.39 Million	74,972 New	74,972 $4.33 Billion

Others Institutions Holding VGSH

# of Institutions

1,026

Shares Held

272M

Call Options Held

6.2K

Put Options Held

400

View Full List

About VANGUARD

Ticker VGSH
Sector ETFs
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Cascade Wealth Advisors, Inc Vanguard Transaction History