Cascade Wealth Advisors, Inc Vanguard Small Cap ETF Transaction History

Cascade Wealth Advisors, Inc

  • $140 Billion
  • Q3 2024

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 5,207 shares of VB stock, worth $1.26 Million. This represents 0.88% of its overall portfolio holdings.

Number of Shares
5,207
Previous 6,152 15.36%
Holding current value
$1.26 Million
Previous $1.4 Billion 12.01%
% of portfolio
0.88%
Previous 1.04%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,109
Shares Held
150M
Call Options Held
102K
Put Options Held
107K
View Full List

About VANGUARD SMALL-CAP ETF

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