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 846 shares of VHT stock, worth $224,401. This represents 0.12% of its overall portfolio holdings.

Number of Shares
846
Previous 2,207 61.67%
Holding current value
$224,401
Previous $552 Million 63.01%
% of portfolio
0.12%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025

SELL
$236.71 - $261.92 $322,162 - $356,473
-1,361 Reduced 61.67%
846 $204 Million
Q1 2025

May 09, 2025

SELL
$254.06 - $273.83 $3.3 Million - $3.55 Million
-12,976 Reduced 85.46%
2,207 $552 Million
Q4 2024

Feb 05, 2025

BUY
$250.81 - $283.3 $603,699 - $681,903
2,407 Added 18.84%
15,183 $3.85 Billion
Q3 2024

Oct 15, 2024

BUY
$261.88 - $288.1 $250,357 - $275,423
956 Added 8.09%
12,776 $3.61 Billion
Q2 2024

Jul 26, 2024

BUY
$252.83 - $269.37 $1.72 Million - $1.84 Million
6,818 Added 136.31%
11,820 $3.23 Billion
Q1 2024

Apr 15, 2024

BUY
$253.63 - $270.54 $1.27 Million - $1.35 Million
5,002 New
5,002 $1.27 Billion

Others Institutions Holding VHT

About VANGUARD HEALTH CARE ETF


  • Ticker VHT
  • Sector ETFs
  • Industry ETFs
More about VHT
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.