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

Oct 15, 2024

SELL
$341.08 - $391.94 $281,732 - $323,742
-826 Reduced 5.09%
15,416 $5.92 Billion
Q2 2024

Jul 26, 2024

SELL
$322.46 - $377.11 $1.14 Million - $1.33 Million
-3,535 Reduced 17.87%
16,242 $5.83 Billion
Q1 2024

Apr 15, 2024

BUY
$301.05 - $346.61 $5.95 Million - $6.85 Million
19,777 New
19,777 $6.75 Billion

Others Institutions Holding VUG

About VANGUARD GROWTH ETF


  • Ticker VUG
  • Sector ETFs
  • Industry ETFs
More about VUG
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.