Cascade Wealth Advisors, Inc Vanguard Health Care ETF Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Health Care ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 11,820 shares of VHT stock, worth $3.31 Million. This represents 2.39% of its overall portfolio holdings.
Number of Shares
11,820
Previous 5,002
136.31%
Holding current value
$3.31 Million
Previous $1.27 Billion
153.72%
% of portfolio
2.39%
Previous 1.08%
Shares
2 transactions
Others Institutions Holding VHT
# of Institutions
1,066Shares Held
23.9MCall Options Held
33.1KPut Options Held
6.1K-
Morgan Stanley New York, NY1.68MShares$471 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC1.58MShares$443 Million0.04% of portfolio
-
Ubs Group Ag1.32MShares$370 Million0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1.05MShares$295 Million6.33% of portfolio
-
Wells Fargo & Company San Francisco, CA904KShares$253 Million0.06% of portfolio