Cascade Wealth Advisors, Inc Vanguard Sht Term Corp Bd ETF Transaction History
Cascade Wealth Advisors, Inc
- $203 Billion
- Q3 2025
A detailed history of Cascade Wealth Advisors, Inc transactions in Vanguard Sht Term Corp Bd ETF stock. As of the latest transaction made, Cascade Wealth Advisors, Inc holds 70,146 shares of VCSH stock, worth $5.59 Million. This represents 2.75% of its overall portfolio holdings.
Number of Shares
70,146
Previous 46,529
50.76%
Holding current value
$5.59 Million
Previous $3.69 Billion
51.27%
% of portfolio
2.75%
Previous 2.09%
Shares
7 transactions
Others Institutions Holding VCSH
# of Institutions
1,541Shares Held
320MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC69.2MShares$5.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY19.2MShares$1.53 Billion0.1% of portfolio
-
Prudential PLC London, England, X012.4MShares$989 Million7.43% of portfolio
-
Envestnet Asset Management Inc6.73MShares$536 Million0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA6.34MShares$505 Million0.1% of portfolio