Cascade Wealth Advisors, Inc Vanguard Small Cap Value ETF Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap Value ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,680 shares of VBR stock, worth $513,407. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,680
Previous 3,460 22.54%
Holding current value
$513,407
Previous $695 Million 23.55%
% of portfolio
0.36%
Previous 0.5%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
SELL
$197.36 - $217.3 $153,940 - $169,494
-780 Reduced 22.54%
2,680 $531 Million
Q1 2024

Apr 15, 2024
BUY
$172.45 - $191.88 $596,677 - $663,904
3,460 New
3,460 $629 Million

Others Institutions Holding VBR

# of Institutions
1,709
Shares Held
96.2M
Call Options Held
56.1K
Put Options Held
9.5K
View Full List

About VANGUARD SMALL-CAP VALUE ETF

VBR Quotes by TradingView
  • Ticker VBR
  • Sector ETFs
  • Industry ETFs
More about VBR
Track This Portfolio

Track Cascade Wealth Advisors, Inc Portfolio

Follow Cascade Wealth Advisors, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Wealth Advisors, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Wealth Advisors, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email