Cascade Wealth Advisors, Inc Vanguard Growth ETF Transaction History
Cascade Wealth Advisors, Inc
- $118 Billion
- Q1 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 19,777 shares of VUG stock, worth $7.4 Million. This represents 5.74% of its overall portfolio holdings.
Number of Shares
19,777Holding current value
$7.4 Million% of portfolio
5.74%Shares
1 transactions
Others Institutions Holding VUG
# of Institutions
2,193Shares Held
221MCall Options Held
174KPut Options Held
57.1K-
Bank Of America Corp Charlotte, NC42.1MShares$15.8 Billion1.37% of portfolio
-
Jones Financial Companies Lllp18.5MShares$6.91 Billion8.67% of portfolio
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Morgan Stanley New York, NY13.3MShares$4.96 Billion0.37% of portfolio
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Financial Engines Advisors L.L.C. Santa Clara, CA8.95MShares$3.35 Billion6.95% of portfolio
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Envestnet Asset Management Inc8.42MShares$3.15 Billion1.1% of portfolio