Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History

Cascade Financial Partners, LLC

$767 Billion
Q4 2024

A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Specialized Funds Van stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 48,561 shares of VNQ stock, worth $4.56 Million. This represents 0.56% of its overall portfolio holdings.

Number of Shares

48,561

Previous 49,263 1.43%

Holding current value

$4.56 Million

Previous $4.72 Billion 8.28%

% of portfolio

0.56%

Previous 0.59%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	SELL	$87.85 - $98.6 $61,670 - $69,217	-702 Reduced 1.43%	48,561 $4.33 Billion
Q3 2024 Oct 24, 2024	BUY	$82.97 - $98.97 $4,812 - $5,740	58 Added 0.12%	49,263 $4.72 Billion
Q2 2024 Jul 31, 2024	SELL	$78.61 - $85.97 $37,575 - $41,093	-478 Reduced 0.96%	49,205 $4.12 Billion
Q1 2024 May 14, 2024	BUY	$82.58 - $89.12 $4.1 Million - $4.43 Million	49,683 New	49,683 $4.06 Billion

Others Institutions Holding VNQ

# of Institutions

1,913

Shares Held

227M

Call Options Held

1.45M

Put Options Held

1.56M

View Full List

About VANGUARD SPECIALIZED FUNDS VAN

Ticker VNQ
Sector ETFs
Industry ETFs

More about VNQ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Cascade Financial Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cascade Financial Partners, LLC with notifications on news.

Account

Cascade Financial Partners, LLC Vanguard Specialized Funds Van Transaction History