Cascade Wealth Advisors, Inc Vanguard Value ETF Transaction History

Cascade Wealth Advisors, Inc

  • $145 Billion
  • Q1 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Value ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 21,678 shares of VTV stock, worth $3.83 Million. This represents 2.45% of its overall portfolio holdings.

Number of Shares
21,678
Previous 22,864 5.19%
Holding current value
$3.83 Million
Previous $3.87 Billion 8.58%
% of portfolio
2.45%
Previous 2.62%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$167.73 - $179.21 $198,927 - $212,543
-1,186 Reduced 5.19%
21,678 $3.54 Billion
Q4 2024

Feb 05, 2025
SELL
$168.32 - $181.87 $264,935 - $286,263
-1,574 Reduced 6.44%
22,864 $3.87 Billion
Q3 2024

Oct 15, 2024
SELL
$159.75 - $174.57 $90,258 - $98,632
-565 Reduced 2.26%
24,438 $4.27 Billion
Q2 2024

Jul 26, 2024
SELL
$154.57 - $163.65 $510,853 - $540,863
-3,305 Reduced 11.68%
25,003 $4.12 Billion
Q1 2024

Apr 15, 2024
BUY
$147.46 - $162.86 $4.17 Million - $4.61 Million
28,308 New
28,308 $4.42 Billion

Others Institutions Holding VTV

# of Institutions
2,642
Shares Held
562M
Call Options Held
182K
Put Options Held
65.4K
View Full List

About VANGUARD VALUE ETF

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