Cascade Wealth Advisors, Inc Vanguard Index Fds S&P 500 ETF Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Index Fds S&P 500 ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 398 shares of VOO stock, worth $217,355. This represents 0.15% of its overall portfolio holdings.

Number of Shares
398
Holding current value
$217,355
% of portfolio
0.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 15, 2024
BUY
$475.2 - $527.7 $189,129 - $210,024
398 New
398 $210 Million
Q1 2024

Apr 15, 2024
BUY
$429.43 - $481.35 $316,919 - $355,236
738 New
738 $347 Million

Others Institutions Holding VOO

# of Institutions
3,155
Shares Held
395M
Call Options Held
2.09M
Put Options Held
2.68M
View Full List

About VANGUARD INDEX FDS S&P 500 ETF

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