Cascade Wealth Advisors, Inc Vanguard Total Stock Market Et Transaction History
Cascade Wealth Advisors, Inc
- $148 Billion
- Q4 2024
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Total Stock Market Et stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 7,577 shares of VTI stock, worth $2.24 Million. This represents 1.49% of its overall portfolio holdings.
Number of Shares
7,577
Previous 6,749
12.27%
Holding current value
$2.24 Million
Previous $1.91 Billion
14.9%
% of portfolio
1.49%
Previous 1.37%
Shares
4 transactions
Others Institutions Holding VTI
# of Institutions
3,356Shares Held
460MCall Options Held
1.31MPut Options Held
1.13M-
Vanguard Group Inc Valley Forge, PA53.7MShares$15.9 Billion0.28% of portfolio
-
Betterment LLC New York, NY27MShares$7.98 Billion18.8% of portfolio
-
Bank Of America Corp Charlotte, NC13.2MShares$3.9 Billion0.33% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.9MShares$3.82 Billion1.57% of portfolio
-
Morgan Stanley New York, NY12.8MShares$3.8 Billion0.27% of portfolio
About VANGUARD TOTAL STOCK MARKET ET
- Ticker VTI
- Sector ETFs
- Industry Closed-End Fund - Equity