Cascade Wealth Advisors, Inc Vanguard Health Care ETF Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 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 15,183 shares of VHT stock, worth $3.99 Million. This represents 2.61% of its overall portfolio holdings.
Number of Shares
15,183
Previous 12,776
18.84%
Holding current value
$3.99 Million
Previous $3.61 Billion
6.83%
% of portfolio
2.61%
Previous 2.58%
Shares
4 transactions
Others Institutions Holding VHT
# of Institutions
1,142Shares Held
24.5MCall Options Held
37.3KPut Options Held
11.1K-
Bank Of America Corp Charlotte, NC1.8MShares$473 Million0.04% of portfolio
-
Morgan Stanley New York, NY1.59MShares$417 Million0.03% of portfolio
-
Ubs Group Ag1.28MShares$335 Million0.06% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ1MShares$264 Million5.02% of portfolio
-
Wells Fargo & Company San Francisco, CA954KShares$251 Million0.06% of portfolio