Cascade Wealth Advisors, Inc Vanguard Intermediate Term Cor Transaction History
Cascade Wealth Advisors, Inc
- $203 Billion
- Q3 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Intermediate Term Cor stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 169,031 shares of VCIT stock, worth $14.1 Million. This represents 6.97% of its overall portfolio holdings.
Number of Shares
169,031
Previous 112,552
50.18%
Holding current value
$14.1 Million
Previous $9.33 Billion
51.72%
% of portfolio
6.97%
Previous 5.27%
Shares
7 transactions
Others Institutions Holding VCIT
# of Institutions
1,383Shares Held
503MCall Options Held
31.7KPut Options Held
200-
Bank Of America Corp Charlotte, NC82.3MShares$6.88 Billion0.48% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa80.6MShares$6.74 Billion2.5% of portfolio
-
Jpmorgan Chase & CO New York, NY53.3MShares$4.45 Billion0.3% of portfolio
-
Creative Planning Overland Park, KS26.4MShares$2.21 Billion1.72% of portfolio
-
Morgan Stanley New York, NY19.6MShares$1.64 Billion0.1% of portfolio