Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Whitehall Fds (Vangua stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,546 shares of VYM stock, worth $324,742. This represents 0.22% of its overall portfolio holdings.
Number of Shares
2,546
Previous 2,546
-0.0%
Holding current value
$324,742
Previous $326 Million
0.48%
% of portfolio
0.22%
Previous 0.23%
Shares
3 transactions
Others Institutions Holding VYM
# of Institutions
1,959Shares Held
194MCall Options Held
843KPut Options Held
340K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion36.56% of portfolio
-
Bank Of America Corp Charlotte, NC13.7MShares$1.75 Billion0.15% of portfolio
-
Morgan Stanley New York, NY9.75MShares$1.24 Billion0.09% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL7.22MShares$921 Million0.35% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.64MShares$720 Million0.3% of portfolio