Cascade Wealth Advisors, Inc Vanguard Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 189,560 shares of VGSH stock, worth $11.1 Million. This represents 7.46% of its overall portfolio holdings.

Number of Shares
189,560
Previous 164,854 14.99%
Holding current value
$11.1 Million
Previous $9.73 Billion 13.35%
% of portfolio
7.46%
Previous 6.95%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
980
Shares Held
262M
Call Options Held
5.1K
Put Options Held
1.3K
View Full List

About VANGUARD

VGSH Quotes by TradingView
  • Ticker VGSH
  • Sector ETFs
  • Industry ETFs
More about VGSH
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