Cascade Wealth Advisors, Inc Vanguard Whitehall Fds (Vangua Transaction History

Cascade Wealth Advisors, Inc

  • $148 Billion
  • Q4 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 2,546 shares of VYM stock, worth $341,291. This represents 0.22% of its overall portfolio holdings.

Number of Shares
2,546
Previous 2,546 -0.0%
Holding current value
$341,291
Previous $326 Million 0.48%
% of portfolio
0.22%
Previous 0.23%

Shares

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

Oct 15, 2024
SELL
$117.9 - $128.2 $17,685 - $19,230
-150 Reduced 5.56%
2,546 $326 Million
Q2 2024

Jul 26, 2024
SELL
$114.71 - $121.51 $227,584 - $241,075
-1,984 Reduced 42.39%
2,696 $329 Million
Q1 2024

Apr 15, 2024
BUY
$109.98 - $120.99 $514,706 - $566,233
4,680 New
4,680 $543 Million

Others Institutions Holding VYM

# of Institutions
1,947
Shares Held
194M
Call Options Held
843K
Put Options Held
340K
View Full List

About VANGUARD WHITEHALL FDS (VANGUA

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