Cascade Financial Partners, LLC Vanguard Small Cap ETF Transaction History
Cascade Financial Partners, LLC
- $798 Billion
- Q3 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 5,779 shares of VB stock, worth $1.37 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
5,779
Previous 5,779
-0.0%
Holding current value
$1.37 Million
Previous $1.26 Billion
9.25%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VB
# of Institutions
2,063Shares Held
147MCall Options Held
63.7KPut Options Held
88.6K-
Bank Of America Corp Charlotte, NC23.7MShares$5.6 Billion0.46% of portfolio
-
Morgan Stanley New York, NY7.18MShares$1.7 Billion0.12% of portfolio
-
Jones Financial Companies Lllp7.04MShares$1.66 Billion1.78% of portfolio
-
Envestnet Asset Management Inc5MShares$1.18 Billion0.39% of portfolio
-
Wells Fargo & Company San Francisco, CA4.4MShares$1.04 Billion0.24% of portfolio