Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History
Cascade Wealth Advisors, Inc
- $135 Billion
- Q2 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 2,696 shares of VYM stock, worth $344,440. This represents 0.24% of its overall portfolio holdings.
Number of Shares
2,696
Previous 4,680
42.39%
Holding current value
$344,440
Previous $543 Million
39.45%
% of portfolio
0.24%
Previous 0.46%
Shares
2 transactions
Others Institutions Holding VYM
# of Institutions
1,720Shares Held
173MCall Options Held
1.59MPut Options Held
147K-
Sumitomo Life Insurance CO15.1MShares$1.93 Billion38.91% of portfolio
-
Bank Of America Corp Charlotte, NC11MShares$1.41 Billion0.12% of portfolio
-
Morgan Stanley New York, NY9.45MShares$1.21 Billion0.09% of portfolio
-
Lpl Financial LLC Fort Mill, SC5.22MShares$667 Million0.32% of portfolio
-
Envestnet Asset Management Inc5MShares$639 Million0.21% of portfolio