Cascade Financial Partners, LLC Vanguard Financial ETF Transaction History
Cascade Financial Partners, LLC
- $767 Billion
- Q4 2024
A detailed history of Cascade Financial Partners, LLC transactions in Vanguard Financial ETF stock. As of the latest transaction made, Cascade Financial Partners, LLC holds 6,700 shares of VFH stock, worth $825,038. This represents 0.1% of its overall portfolio holdings.
Number of Shares
6,700
Previous 6,700
-0.0%
Holding current value
$825,038
Previous $769 Million
2.93%
% of portfolio
0.1%
Previous 0.1%
Shares
2 transactions
Others Institutions Holding VFH
# of Institutions
761Shares Held
54.4MCall Options Held
49.9KPut Options Held
4.6K-
Bank Of America Corp Charlotte, NC23MShares$2.83 Billion0.23% of portfolio
-
Morgan Stanley New York, NY3.2MShares$394 Million0.03% of portfolio
-
Ubs Group Ag1.92MShares$237 Million0.04% of portfolio
-
Wells Fargo & Company San Francisco, CA1.58MShares$195 Million0.04% of portfolio
-
Beacon Capital Management, Inc.1.43MShares$176 Million7.56% of portfolio