Cascade Wealth Advisors, Inc Vanguard Specialized Funds Van Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 4,678 shares of VNQ stock, worth $438,796. This represents 0.33% of its overall portfolio holdings.

Number of Shares
4,678
Previous 4,940 5.3%
Holding current value
$438,796
Previous $435 Million 4.8%
% of portfolio
0.33%
Previous 0.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
SELL
$82.97 - $98.97 $21,738 - $25,930
-262 Reduced 5.3%
4,678 $456 Million
Q2 2024

Jul 26, 2024
SELL
$78.61 - $85.97 $488,246 - $533,959
-6,211 Reduced 55.7%
4,940 $435 Million
Q1 2024

Apr 15, 2024
BUY
$82.58 - $89.12 $920,849 - $993,777
11,151 New
11,151 $911 Million

Others Institutions Holding VNQ

# of Institutions
1,824
Shares Held
242M
Call Options Held
1.22M
Put Options Held
1.53M
View Full List

About VANGUARD SPECIALIZED FUNDS VAN

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