Cascade Wealth Advisors, Inc Vanguard Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $140 Billion
- Q3 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Growth ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 15,416 shares of VUG stock, worth $6.58 Million. This represents 4.23% of its overall portfolio holdings.
Number of Shares
15,416
Previous 16,242
5.09%
Holding current value
$6.58 Million
Previous $5.83 Billion
1.59%
% of portfolio
4.23%
Previous 4.31%
Shares
3 transactions
Others Institutions Holding VUG
# of Institutions
2,373Shares Held
241MCall Options Held
240KPut Options Held
155K-
Bank Of America Corp Charlotte, NC43.8MShares$18.7 Billion1.42% of portfolio
-
Jones Financial Companies Lllp23.1MShares$9.88 Billion9.12% of portfolio
-
Morgan Stanley New York, NY13.8MShares$5.9 Billion0.39% of portfolio
-
Envestnet Asset Management Inc8.27MShares$3.53 Billion1.05% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA8.08MShares$3.45 Billion6.36% of portfolio