Cascade Wealth Advisors, Inc Vanguard Growth ETF Transaction History

Cascade Wealth Advisors, Inc

$145 Billion
Q1 2025

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 13,448 shares of VUG stock, worth $5.56 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

13,448

Previous 13,784 2.44%

Holding current value

$5.56 Million

Previous $5.66 Billion 13.89%

% of portfolio

3.37%

Previous 3.83%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$369.1 - $427.61 $124,017 - $143,676	-336 Reduced 2.44%	13,448 $4.87 Billion
Q4 2024 Feb 05, 2025	SELL	$378.79 - $428.11 $618,185 - $698,675	-1,632 Reduced 10.59%	13,784 $5.66 Billion
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

# of Institutions

2,678

Shares Held

268M

Call Options Held

319K

Put Options Held

305K

View Full List

About VANGUARD GROWTH ETF

Ticker VUG
Sector ETFs
Industry ETFs

More about VUG

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Cascade Wealth Advisors, Inc Vanguard Growth ETF Transaction History