Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History

Cascade Wealth Advisors, Inc

$203 Billion
Q3 2025

A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Small Cap ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 2,294 shares of VB stock, worth $573,064. This represents 0.29% of its overall portfolio holdings.

Number of Shares

2,294

Previous 2,356 2.63%

Holding current value

$573,064

Previous $566 Million 3.5%

% of portfolio

0.29%

Previous 0.32%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	$237.58 - $259.17 $14,729 - $16,068	-62 Reduced 2.63%	2,294 $586 Million
Q2 2025 Aug 11, 2025	SELL	$193.73 - $237.37 $284,976 - $349,171	-1,471 Reduced 38.44%	2,356 $566 Million
Q1 2025 May 09, 2025	SELL	$217.89 - $252.64 $207,867 - $241,018	-954 Reduced 19.95%	3,827 $795 Million
Q4 2024 Feb 05, 2025	SELL	$233.76 - $261.58 $99,581 - $111,433	-426 Reduced 8.18%	4,781 $1.15 Billion
Q3 2024 Oct 15, 2024	SELL	$214.77 - $237.72 $202,957 - $224,645	-945 Reduced 15.36%	5,207 $1.24 Billion

Q2 2024 Jul 26, 2024	SELL	$210.76 - $226.94 $329,628 - $354,934	-1,564 Reduced 20.27%	6,152 $1.4 Billion
Q1 2024 Apr 15, 2024	BUY	$204.0 - $228.59 $1.57 Million - $1.76 Million	7,716 New	7,716 $1.67 Billion

Others Institutions Holding VB

# of Institutions

2,481

Shares Held

164M

Call Options Held

68.3K

Put Options Held

25.4K

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About VANGUARD SMALL-CAP ETF

Ticker VB
Sector ETFs
Industry ETFs

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Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History