Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History

Cascade Wealth Advisors, Inc

  • $177 Billion
  • Q2 2025

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 3,029 shares of VYM stock, worth $428,694. This represents 0.23% of its overall portfolio holdings.

Number of Shares
3,029
Previous 2,165 39.91%
Holding current value
$428,694
Previous $264 Million 55.29%
% of portfolio
0.23%
Previous 0.18%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 11, 2025
BUY
$114.78 - $133.31 $99,169 - $115,179
864 Added 39.91%
3,029 $410 Million
Q1 2025

May 09, 2025
SELL
$126.11 - $135.06 $48,047 - $51,457
-381 Reduced 14.96%
2,165 $264 Million
Q3 2024

Oct 15, 2024
SELL
$117.9 - $128.2 $17,685 - $19,230
-150 Reduced 5.56%
2,546 $326 Million
Q2 2024

Jul 26, 2024
SELL
$114.71 - $121.51 $227,584 - $241,075
-1,984 Reduced 42.39%
2,696 $329 Million
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $514,706 - $566,233
4,680 New
4,680 $543 Million

Others Institutions Holding VYM

# of Institutions
2,049
Shares Held
192M
Call Options Held
2.08M
Put Options Held
216K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

VYM Quotes by TradingView
  • Ticker VYM
  • Sector ETFs
  • Industry ETFs
More about VYM
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