Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History

Cascade Wealth Advisors, Inc

$148 Billion
Q4 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 63,777 shares of VCSH stock, worth $4.99 Million. This represents 3.37% of its overall portfolio holdings.

Number of Shares

63,777

Previous 45,150 41.26%

Holding current value

$4.99 Million

Previous $3.59 Billion 38.75%

% of portfolio

3.37%

Previous 2.56%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 05, 2025	BUY	$77.86 - $79.27 $1.45 Million - $1.48 Million	18,627 Added 41.26%	63,777 $4.98 Billion
Q3 2024 Oct 15, 2024	BUY	$76.94 - $79.54 $471,026 - $486,943	6,122 Added 15.69%	45,150 $3.59 Billion
Q2 2024 Jul 26, 2024	SELL	$76.35 - $77.35 $188,355 - $190,822	-2,467 Reduced 5.95%	39,028 $3.04 Billion
Q1 2024 Apr 15, 2024	BUY	$76.87 - $77.64 $3.19 Million - $3.22 Million	41,495 New	41,495 $3.18 Billion

Others Institutions Holding VCSH

# of Institutions

1,394

Shares Held

314M

Call Options Held

7.7K

Put Options Held

5.1K

View Full List

About VANGUARD SHT-TERM CORP BD ETF

Ticker VCSH
Sector ETFs
Industry ETFs

More about VCSH

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Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History