Cascade Wealth Advisors, Inc Vanguard Value ETF Transaction History

Cascade Wealth Advisors, Inc

$177 Billion
Q2 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 19,278 shares of VTV stock, worth $3.62 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

19,278

Previous 21,678 11.07%

Holding current value

$3.62 Million

Previous $3.54 Billion 3.04%

% of portfolio

1.94%

Previous 2.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$153.67 - $176.74 $368,807 - $424,176	-2,400 Reduced 11.07%	19,278 $3.43 Billion
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

2,694

Shares Held

563M

Call Options Held

211K

Put Options Held

58.5K

View Full List

About VANGUARD VALUE ETF

Ticker VTV
Sector ETFs
Industry ETFs

More about VTV

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Cascade Wealth Advisors, Inc Vanguard Value ETF Transaction History