Cascade Wealth Advisors, Inc Vanguard Value ETF Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 2024
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 25,003 shares of VTV stock, worth $4.35 Million. This represents 3.05% of its overall portfolio holdings.
Number of Shares
25,003
Previous 28,308
11.68%
Holding current value
$4.35 Million
Previous $4.42 Billion
6.85%
% of portfolio
3.05%
Previous 3.76%
Shares
2 transactions
Others Institutions Holding VTV
# of Institutions
2,185Shares Held
507MCall Options Held
142KPut Options Held
35.7K-
Bank Of America Corp Charlotte, NC115MShares$20 Billion1.65% of portfolio
-
Jones Financial Companies Lllp51MShares$8.87 Billion9.46% of portfolio
-
Morgan Stanley New York, NY29.2MShares$5.08 Billion0.37% of portfolio
-
Envestnet Asset Management Inc20.1MShares$3.5 Billion1.15% of portfolio
-
Ubs Group Ag12.5MShares$2.17 Billion0.5% of portfolio